I have long recommended that consumers look for a Certified Financial Planning (CFP) certificant when shopping for a financial planner. But don’t stop there. A CFP is no guarantee that someone is a competent, ethical, fiduciary professional. It only ensures that you are choosing from a pool of 85,000 financial services providers who are educated […]
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If you’re in search of financial advisers, pay attention to the designations behind their names. This is advice I’ve given readers forever. (Advice which may seem self-serving, since I hold most of these designations.) But is there any evidence that financial planning designations really matter?
We’re pleased to announce that Nikolas Boyce, a financial planning associate and investment analyst with KFG, has earned the Certified Financial Planner (CFP)® designation from the Certified Financial Planner Board of Standards. Nikolas, who has been with Kahler Financial Group since March 2014, is responsible for analyzing investments and conducting analyses related to clients’ estate, […]
One of the most important ways to find competent and trustworthy investment advisers is to be sure they owe you a fiduciary duty. This means the advisers’ legal and ethical responsibility is to act in your best interests, not their own or their employer’s. An ongoing legal case featured in an October 31 article by […]
As a client or potential client, you may regard fee-only financial planners as professionals on a par with attorneys or CPA’s. Yet financial planning is still trying to become a profession. The financial services industry, where financial planning currently resides, includes a broad spectrum of companies and individuals who sell a variety of products, provide […]