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
- 8 Heartbleed responses from financial firms
- Four top executives of private-placement syndicator DBSI head to jail for fraud
- Brokerage industry sounds off about Finra broker compensation proposal
- Average retiree health costs could overtake Social Security benefits
- Cybersecurity gets the SEC's attention as agency plans to query advisers on safeguards
Explore your opportunities and be informed for your next move.
Ugo W. Egbunike Dir. Of Business Development, ETF.com Greg Crawford Deputy Editor, InvestmentNews
February 11, 2014