Table of Contents
Why did NAPFA throw its full weight behind the CFP designation? The answer may not be as simple as you think.
Moral hazard: What's an adviser to do when a client is cheating on a spouse?
End-of-year sell-off to beat the tax man may not be the best plan
The back-and-forth touched off by NAPFA's announcement last Tuesday to go all-CFP next year highlights the fact that after decades of discussion and debate, the financial advisory business is still struggling to define itself.
Warren E. Buffett may be a great investor, but, judging by his Nov. 25 Op-Ed in The New York Times, he is a poor student of economic history and human behavior. In his article, he called for a minimum 30% tax rate for taxable income
Explore your opportunities and be informed for your next move.
Bob Curtis CEO, MoneyGuidePro
JP Nicols Founder and CEO, Clientific