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CFP Wants to Extend Fiduciary Duty

CFP Wants to Extend Fiduciary Duty

CFP WANTS TO EXTEND FIDUCIARY DUTY June 21, 2017 |  Alex Padalka The CFP Board is seeking comment on proposed changes to its standards, among which is the expansion of the fiduciary duty to cover all financial advice by professionals holding the CFP designation,...
The Risks of Extending Fiduciary Duty

The Risks of Extending Fiduciary Duty

CFP BOARD’S PROPOSAL TO EXPAND FIDUCIARY DUTY DRAWS PRAISE, CARRIES RISKS Some question whether brokers will drop the CFP mark or if the CFP Board will strictly enforce its new standard. June 20, 2017 |  Mark Schoeff Jr. A proposal to extend fiduciary duty to all...
Manage risk, and investor quirks, decade by decade

Manage risk, and investor quirks, decade by decade

MANAGE RISK, AND INVESTOR QUIRKS, DECADE BY DECADE March 15, 2017 |  Deborah Nason When managing risk across clients’ entire life spans, financial advisors have observed some common customer mind-sets — and associated risks — within each specific decade of life. 20s...
What The Unemployment Figures Don’t Tell You

What The Unemployment Figures Don’t Tell You

WHAT THE UNEMPLOYMENT FIGURES DON’T TELL YOU March 3, 2017 | Larry Light The current jobless rate of 4.8% is close to historic lows. But for a better picture, look at what the rates are for demographic groups. Rick Kahler, president of Kahler Financial Group in...
How to avoid financial disaster during divorce

How to avoid financial disaster during divorce

HOW TO AVOID FINANCIAL DISASTER DURING DIVORCE February 13, 2017 |  Martha M. Hamilton Sometimes “till death do us part” just isn’t soon enough. The phenomenon of late-life divorce is growing fast — and blowing apart a lot of divorcing...
What The Unemployment Figures Don’t Tell You

Five Talks That Can Improve Your Finances

HERE’S HOW TALKING ABOUT MONEY CAN IMPROVE YOUR BOTTOM LINE February 13, 2017 | Molly Triffin There’s one powerful technique for improving your finances that many people still haven’t tried—and that’s talking about money. Whether it’s...