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Disclaimer Tue, Jan 03, 2017 Full Disclosure: Nothing on this site should ever be considered to be advice, research or an invitation to buy or sell any securities, please see our Terms & Conditions page for a full disclaimer. Read More

CFP Board Extends Fiduciary Requirements For Licensees JUNE 20, 2017 • CHRISTOPHER ROBBINS Tue, Jun 20, 2017 The new standards also delineate rules for disclosing conflicts of interest and compensation methods and clarify the difference between “fee only” and “fee based.” Most notably, the CFP Board is cracking down on the use of “fee-based” compensation an... Read More

10 Questions Financial Planners Wish You'd Ask - by Susannah Snider USNews staff reporter
10 Questions Financial Planners Wish You'd Ask - by Susannah Snider USNews staff reporter Thu, May 04, 2017 When it comes to enlisting the services of a financial advisor, the process is a bit like dating. Just like you want to find a partner who shares your goals, communicates clearly and inspires trust, you want to find a financial pro who exhibits those... Read More

4 Easy Steps of Choosing a Financial Advisor (as seen on Forbes.com)
4 Easy Steps of Choosing a Financial Advisor (as seen on Forbes.com) Wed, Apr 26, 2017 You’ve finally decided to see a financial advisor. You know this is an important decision, but you have no idea where to start. The amount of financial information out there is infinite, and getting started can be overwhelming and intimidating. But t... Read More

Most (Still) Clueless About Fiduciary Differences as Seen on napa-net.org on 4/18/17
Most (Still) Clueless About Fiduciary Differences as Seen on napa-net.org on 4/18/17 Fri, Apr 21, 2017 Only 1 in 8 would stay if investors discovered their financial advisor was not a fiduciary. Read More

CFA Society Orlando Supports Putting Investors First Campaign, Hosts Women in Investments Event
CFA Society Orlando Supports Putting Investors First Campaign, Hosts Women in Investments Event Mon, Apr 17, 2017 Orlando Mayor Buddy Dyer proclaims May 2017 as “Putting Investors First Month” in Orlando Orlando, FL – April 17, 2017 – CFA Society Orlando announces that it will join many of the 147 CFA Institute member societies worldwide in the fourth annual... Read More

2017 Value of a fiduciary advisor: more than 4% (as seen in Helping Advisors blog)
2017 Value of a fiduciary advisor: more than 4% (as seen in Helping Advisors blog) Thu, Apr 13, 2017 Updating our annual "Value of an advisor" study for 2017 seem especially relevant given the spotlight that the DOL fiduciary has shone on all manner of fees in recent months. Regardless if the fiduciary rule is materially changed or not during the c... Read More

March 23, 2017 PRESS RELEASE from the Fiduciary Institute: First Class of ‘Best Practices’ Advisors Speak out: ‘Fiduciary Advice Leads to Deeper Client Relationships’
March 23, 2017 PRESS RELEASE from the Fiduciary Institute: First Class of ‘Best Practices’ Advisors Speak out: ‘Fiduciary Advice Leads to Deeper Client Relationships’ Thu, Mar 23, 2017 Vanguard Founder John C. (Jack) Bogle, Personal Finance Writer, and Jane Bryant Quinn speak on importance of fiduciary standard to investors. We are proud to announce that Chris Cannon is a member of the Best Practices Board. Read More

The Three-Step Investor's Guide To Navigating The Financial Advisory Fiduciary Issue as seen in Forbes
The Three-Step Investor's Guide To Navigating The Financial Advisory Fiduciary Issue as seen in Forbes Mon, Feb 27, 2017 The good news is that informed investors need not rely on any legislation to ensure they are receiving a fiduciary level of service. Follow these three steps to receive the level of service you deserve. Read More

News from Drew J. Breakspear, Commissioner of Florida Office of Financial Regulation
News from Drew J. Breakspear, Commissioner of Florida Office of Financial Regulation Mon, Feb 20, 2017 On February 15, 2017 the Florida Office of Financial Regulation sent out a notification on the increase of phishing emails. According to their report, 156 million phishing emails are sent every day. If only 10 percent make it through an email spam ... Read More

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