New CFP Board Standards Tighten Rules for Fee-Only Planners as seen in Financial Planning Magazine
The new standards aim to provide greater detail and clarity around compensation models.
Articles, Insights & More
Bracketology for Your Broker: 4 Ways to Know if You Have a Final Four Advisor
Unlike the NCAA, today’s investors do not have access to a single, systematic method or model for selecting an advisor and whittling a field of thousands down to the final four, and ultimately, the advisor team that best meets your needs.
What Designations Should Your Financial Advisor Have? by Peter Lazaroff Contributor Personal Finance
Choosing a financial advisor can be a confusing process, particularly given the different standards of care that financial professionals provide. Making matters worse is the wide range of job titles and designations people use to convey their expertise.
What Is NAPFA (National Association of Personal Financial Advisors)? by Liz Smith
….the point of being a NAPFA-registered financial advisor is to guarantee holistic services on a fee-only basis. This eliminates the incentive to sell products for high commissions, ensuring unbiased advice.
Your Complete Guide to the 2018 Tax Changes as seen in the Motley Fool
President Trump recently signed the tax reform bill into law, and it makes major revisions to the U.S. tax code for both individuals and corporations. In fact, the bill represents the most significant tax changes in the United States in more than 30 years.
Choosing a financial adviser: How you pay is critical as seen in NewsDay
It's no small matter entrusting someone to manage your investments. Scrutinize the person almost as much as someone you marry. There are several considerations, but how you pay the adviser is critical.
Following Your Financial Playbook To Victory as seen in Forbes
What would a football game look like if there were no playbook? A pickup game in the park with friends. In other words, it would be made up on the fly. While that might make it on the playground, it won't cut it in organized sports or with your financial life.
Four Of The Most Important Questions To Ask Before Choosing A Financial Advisor
It is critical for any investor to fully understand the difference between a broker and an investment advisor: investors need to understand whether the advice is objective or, perhaps, driven by financial incentives.