Should CFP Board Settle Camarda Case? My Argument and the Board’s Response
Is it time to settle the case quietly, before it goes to trial? I say yes, but the CFP Board chairman begs to differ.
XY Planning Makes RIA Compliance Package Free for Members
XYPN memberships will now include free full assistance with the initial filings for new RIA firms, as well as ongoing compliance support.
Vanguard’s Robo-Offering: Good for Advice, Bad for Advisors
Expert Michael Kitces weighs in on the pros and cons of the industry giant's latest plans.
CFP Board Calls First Computer-Based Exams a ‘Success’
CFP Board CEO Kevin Keller congratulates those who passed what he called a “very rigorous exam.”
Should the FPA Get Behind the CFP Board, or Go It Alone?
The FPA appears to be at a crossroads in its history, having to decide between two paths for its future.
Schwab to Unleash No-Fee Robo-Giant
Schwab Intelligent Portfolios for retail investors has minimum of $5,000; will roll out early next year, followed by an RIA version.
Kitces, Brown Launch Recruiting Site for Indie Advisors
Advisors Michael Kitces and Caleb Brown have launched JobsFP, a recruiting website for independent financial planners.
LPL’s Robert Moore: RIAs Are Where the Growth Is
LPL President Robert Moore tells ThinkAdvisor why the BD is not feeling acquisitive and why there's room to grow in the indie RIA space.
The Succession Planning Mirage, and the Alternative
Few advisors have made actual succession plans, but there might be a very good reason for this.
Why You Should Use Team Bonuses Based on Firm Revenue
It would be a shame for advisors to confuse David Grau's and Michael Kitces' aversion to individual revenue-based bonuses with team bonuses.