Is Kitces Right on When a CFP’s Fiduciary Duty Should Apply?
By Knut A. RostadAdvancing the discussion, Michael Kitces urges the CFP Board to abandon its approach of limiting when a fiduciary standard should apply to certificants.
December 17, 2012
A Christmas list for the independent producer channelAgent recruiting, tax advantages and a Super Bowl ad are just a few items on my wish list for producers.
December 14, 2012
Get a plan, manSuccession planning should be top of mind for independent financial advisors, but for too many its something to think about at a later date.
December 14, 2012
Get a plan, manSuccession planning should be top of mind for independent financial advisors, but for too many its something to think about at a later date.
December 14, 2012
After NewtownLife is beautiful. But all too often, it is defined by loss. Sometimes, by monstrous loss.
December 14, 2012
On the Third Hand: Fixing PPACAPut Republican governors who are building exchanges in charge of wiggle room.
December 14, 2012
Your client retires. Now what?Retirement planning doesnt end when your client retires. Its just the beginning.
December 14, 2012
Respecting your prospect’s marital privacyPlan the pace of your first meeting wisely, and you'll have no trouble getting a second.
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