My sentiments exactly.
I'm not sure the CFP means anything since a majority are registered reps. Otherwise, great article about a truly great opportunity.
I agree 100% with Barbara Roper. Virtually all of my clients are lower to middle income; that's who I enjoy serving. As a state-registered RIA and, therefore, a legal fiduciary I have always put...
Brilliant summation, Noah. Wonderful rejoinder to the free-for-all-market acolytes. These inefficiencies (aka market failures) also apply extra-performance advice such as budgeting, taxes,...
Heading in the wrong direction, along with banks & retailers. How about mandatory mediation as a first step, with no lawyers?