How Should CFP Board Raise Its Standards?
By Knut A. RostadThe CFP Board announced Tuesday that it will release a draft of proposed changes to its Standards of Professional Conduct on June 20.
June 14, 2017
Commitment Issues: Your Business’ Plan B Should Be Plan ADo you want your wife or husband to have a Plan B? Of course you dont.
June 13, 2017
How DOL Is Changing Sign-On Bonuses and Other Indie BD ProceduresA profitability shell game is going on, as profit centers such as ticket charge markups are sacrificed while advisory administration fees increase.
June 13, 2017
Crunch Time Part II: CFP Board’s ‘D-Day’If the CFP Board doesnt get planners on the right side of the fiduciary issue right quick, it risks marginalizing the entire profession.
June 13, 2017
As Debt Piles Up, the Old Take From the YoungOne analyst says the true net 'worth' of the United States is negative 800% of GDP.
June 13, 2017
Behavioral Finance Is a Promising Alternative to MPTA fully developed behavioral model of financial markets does not yet exist, but several underlying concepts and their resultant implications for investment management are emerging.
June 13, 2017
Avoid These Mistakes When Working With WidowsThe most innocuous, well-meaning comment can grate on a newly minted widow or widower.
June 13, 2017
Trust Planning with AnnuitiesHere's a tool that may help you build relationships that cross generations, and professional silos.
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