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.
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.
What Advisors Are Telling Panicky Clients About Market Volatility: Roundup
The market’s wild ride in the last few weeks has created extra work for advisors—who have spent a lot of time reassuring panicky clients about their investments. Here's a roundup of what advisors and other finance professionals are advising clients to do