Q: I got a call from a long-time client last week asking to schedule an appointment without her husband. I try to meet with married couples together, so I asked why she wanted to meet alone. She never has before. She told me that after 25 years of marriage they were getting a divorce because she fou
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In his first Ask the Ethicist column, he set out what he calls the essential truth of ethics: 'We know what is right if we stop to give it some thought.'
A lawsuit that a client filed against her financial adviser reads like a soap opera.
Two planners had a role in arranging a business owner's insurance policy, and one is not happy with how the compensation was handled.
An elderly relative experiencing cognitive decline has accused the adviser of stealing from her.
The CFP Board's revised standards reinforce its requirements limiting the use of the term "fee-only" to situations in which fees are the sole method of compensation.
