Clients Prefer Comprehensive Advisors Over Specialists: Survey
Only 30% of Americans would prefer an advisor who specializes in one area such as retirement, a CFP Board survey found.
Historic Moment as Planner Groups Voice Clear Support for Fiduciary Standard
In a letter to the SEC, the FInancial Planning Coalition and consumer groups make a cogent argument for why the SEC should impose the same standard for all advice givers.
Eleanor Blayney: The 2013 IA 25 Extended Profile
Eleanor Blayney started in the financial industry as a “Beltway bandit,” she said, working with a consulting firm on projects for the EPA.
The CFP Board’s CE Proposal: What’s Driving This Flawed Idea?
In the final post in a series, an exploration of what may be behind the CFP Board’s proposal to offer continuing education. Is it looking to compete with other planning associations?
The CFP Board’s CE Proposal: Real Strategies to Improve Continuing Ed
In the second of a three-post series on the CFP Board’s proposal to offer continuing education itself, some modest proposals to really improve CE, along with a warning on how the Board’s proposal is rife with conflicts of interest.
The 2013 IA 25: Advisor Advocates and Regulators
Since the financial crisis, advisors have had to defend their businesses from wary consumers, overzealous legislators and sometimes even other advisors whose unscrupulous actions would cast good advisors in the same shadow as bad advisors.
Why the CFP Board’s Proposal to Offer CE Is Wrong
In the first in a series of posts on the CFP Board’s proposal, an argument (from planners themselves) as to why it’s not a good idea and a look at the current, somewhat woeful, state of continuing education for CFPs.
Publish and Perish?
Do we really need another book about financial planning?
Crossing Paths: The 2013 IA 25
With Investment Advisor's 11th annual list of the most influential individuals in and around the advisor business, we decided to do something different.
CFPB Calls for ‘Rigorous’ Standards for Senior Designations
The CFPB told Congress, the SEC and state regulators that the alphabet soup of “senior designations”—more than 50—confuses older Americans and that a three-pronged approach is needed to protect the elderly from fraud.