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.
CFB Board Creates Another Three-Bucket Mess on Compensation
Rick Kahler’s "fee-only" trouble demonstrates the limitations of the CFP Board’s compensation rules.
Still Trying to Understand NAPFA’s New Membership Rules
I spoke to the fee-only organization’s CEO, Geoffrey Brown, but I remain confused. How about you?
The 2% Solution: NAPFA Changes Its Membership Standard
I find myself in the curious position of agreeing with both the NAPFA rule change and the advisors who oppose it.
4 Things Advisors Should Never Say to Clients
Writer Emily Guy Birken, the daughter of a CFP, considers four red flags her father warned her about.
Wealth Management Whac-A-Mole
Financial advisors just won’t stay down.
IRA Cap Gives Rise to New Funding Strategies
As with the Whac-A-Mole carnival game, new regulation means new opportunity.
Second Thoughts: Making Better Decisions
When messages from a client's rational and emotional minds are contradictory, we need to arrive at a resolution that integrates them.
Double Think: Winning the Battle Over Your Clients’ Two Brains
It’s impossible to read minds, but an understanding of how people’s brains work can help you better serve clients.
A House Divided: Help Client Couples Work Together
During the 30-plus years I’ve been counseling couples and teaching them how to resolve conflicts, I’ve identified many ways they tend to polarize around money.