Aiding and Abetting: How Client Wrongdoing Can Hurt You
Most financial advisors would refuse to aid and abet a client in breaking the law. But sometimes the situation isn't so clear-cut.
End the ChFC vs. CFP War: An Open Letter to American College CEO Bob Johnson
The American College should reposition itself to support the emerging need for deeper post-CFP specializations and niche educational programs for financial advisors.
Milevsky’s ‘The 7 Most Important Equations’: Book Review
Let me deal with the necessary disclaimers first: I am a huge fan of Moshe Milevsky, a prolific author and my colleague at Research magazine. That said, Professor Milevsky’s new book is a terrific read.
Milevsky’s ‘7 Most Important Equations’ on Retirement Offers 7 Crucial Ideas for Advisors
Moshe Milevsky, whose new book will be released in June, has become a rock star on the advisor lecture circuit. Why?