Respecting Our Elders
Advisor Morris Armstrong recently took the CFP Board to task on his "Financial Planning for You" blog over the issue of "grandfathering." A ChFC himself,...
A Cautionary Tale
Morris Armstrong, of Armstrong Financial Strategies in Danbury, Connecticut, is guiding a client through another problem that is becoming more common as insurance companies are...
That Pesky Fiduciary Issue
As usual, Morris Armstrong raises a valid, and very popular, point in his response to my latest posting, which warrants some further exploration. How can an...
Who 'Owns' the Client?
Last week, I raised the issue of junior advisors leaving their firm and taking some of the clients with whom they work. Because this situation...
Tell Us How You Really Feel
I read your article "Board to Death: Reloaded," (Bob Clark's monthly column, Clark at Large) in the September 2006 issue, and am not really sure...
The Rollover Boom Arrives
The time for rollovers has come, and will continue for the next 20 years or more. Talk to most advisors, and they'll tell you quite...
X Marks the Spot
Untold riches can be found within Generation X, sa