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Paul Smith, CFA and Chris Cannon, CFA - COVID-19: Around the World and Back Again Thu, Apr 02, 2020 This episode features two guests. The first is Paul Smith, who was previously the President and CEO of the CFA Institute. Paul has more than 25 years of relevant financial services leadership experience in many aspects of the investment management i... Read More

Ethics Challenge hosted by the CFA® Societies of Florida
Ethics Challenge hosted by the CFA® Societies of Florida Mon, Feb 17, 2020 FirsTrust's own Chris Cannon serving as chairman, organizer and Master of Ceremonies Read More

Why Should I Hire a Fee-Only Financial Advisor?
Why Should I Hire a Fee-Only Financial Advisor? Tue, Jan 21, 2020 Fee-only financial planners are registered investment advisors with a fiduciary responsibility to act in their clients’ best interest – and the fee structure to support it. Read More
By FeeOnlyNetwork.com

Year-End Financial Checklist to Prevent Tax Penalties and Missed Planning Opportunities
Year-End Financial Checklist to Prevent Tax Penalties and Missed Planning Opportunities Tue, Dec 17, 2019 Several significant tax and savings deadlines are fast approaching. Before you flip your calendar to December, consider making some of these smart money moves. Read More
By as seen at Kiplinger.com

Hiring a Fee-Only Financial Planner? Here’s What You Need to Look for First ( @ Clark Howard.com )
Hiring a Fee-Only Financial Planner? Here’s What You Need to Look for First ( @ Clark Howard.com ) Thu, Oct 24, 2019 .......According to Barron’s magazine, some $17 billion is lost in retirement savings every year simply because dishonest financial advisors steer their clients toward investments that meet general suitability requirements but aren’t in the best inte... Read More
By Theo Thimou

A 6-step guide to choosing the right financial professional for you
A 6-step guide to choosing the right financial professional for you Wed, Oct 23, 2019 Getting help on your financial decisions isn’t a bad thing. But with so many professionals and options out there, how do you go about choosing the right expert to work with? Read More
By Megan Leonhardt (CNBC website)

Investing: What your advisor isn't telling you (By LISA GERSTNER)
Investing: What your advisor isn't telling you (By LISA GERSTNER) Mon, Sep 09, 2019 Barbara Roper, director of investor protection for the Consumer Federation of America and a member of the Securities and Exchange Commission 's Investor Advisory Committee, discusses what investors should expect from brokers and advisers. Read More

Fee-OnlyNetwork.com - Fee-Only, Fiduciary, Independent
Fee-OnlyNetwork.com - Fee-Only, Fiduciary, Independent Thu, Aug 29, 2019 The only financial planner or investment manager that can offer truly objective advice is an independent advisor operating under a strict Fee-Only compensation model. Read More
By Alan Slinder of Fee-Only Network

How to Find a Fee-Only Advisor by Clark Howard
How to Find a Fee-Only Advisor by Clark Howard Thu, Jun 13, 2019 ....Do you have money to invest, but you're not sure where to put it?  Most people who are unsure about investments hire someone to help.  Here's how to do that the right way.... Read More

S.E.C. Tells Brokers to Work for You, but Don’t Skip the Fine Print as seen in The New York Times
S.E.C. Tells Brokers to Work for You, but Don’t Skip the Fine Print as seen in The New York Times Fri, Jun 07, 2019 ......Advisers remain the best bet. The safest course is picking an independent, fee-only advisor who makes an explicit promise to act as a fiduciary... Read More

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