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CFP Board

February16

CFP Board News

As many long time readers know, I have been a consistent cheerleader for the CFP® certification that I hold from the Certified Financial Planner Board of Standards, Inc. That’s why I am delighted to announce that I am assuming a new role, “Senior CFP Board Ambassador.” Just like I do in this column, I will
  • Posted by Jill Schlesinger
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Fiduciary by Flickr User lending memo

March28

DOL Fiduciary: Putting Retirement Investors First

Tensions are rising in the financial services industry, as the Department of Labor gets ready to release its final rule about the fiduciary standard for professionals who service retirement savers. The rule change is intended to crack down on “backdoor payments and hidden fees,” which cost retirement savers up to $17 billion a year in excess
  • Posted by Jill Schlesinger
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March24

#264 Fiduciary: The F-Bomb About to Hit Retirement Plans

As the Department of Labor prepares to roll out new rules, which would require investment companies, brokers and advisors to put the interest of retirement savers first, our guest Ray Ferrara, former Chair of the CFP Board, joins us to discuss the fiduciary standard and why the financial services industry should embrace, not fight it. Ray
  • Posted by Jill Schlesinger
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Image by Flickr User catbeurnier

November23

Financial Thanksgiving 2015

Thanksgiving is a time when we count our blessings. In addition to the big stuff, I like to use the opportunity to give thanks to the resources and organizations that improve our financial lives. The Financial Planning Coalition, a collaboration of the Certified Financial Planner Board of Standards (CFP Board), the Financial Planning Association (FPA), and
  • Posted by Jill Schlesinger
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Fiduciary by Flickr User lending memo

September28

An Update on Fiduciary

The Financial Planning Association’s (FPA) National Conference last weekend could have been presented by “The F-Word”: Fiduciary. The weekend brought together 2,000 CFP® professionals, all of whom adhere to the fiduciary standard. This is the standard of care, which requires that financial professionals to put the interests of clients first. (Those financial professionals with the CFP®
  • Posted by Jill Schlesinger
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July23

#229 Flying High with Advisor Don Cloud

Don Cloud, president and founder of Cloud Financial, began his career in financial services industry in the 1990s with a mission to educate and inspire individuals to play an active role in their personal finances. Don discussed what to do if you’re facing an unexpected early retirement; how he manages clients that don’t act in
  • Posted by Jill Schlesinger
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July17

#228 Preparing for Retirement

Sure it’s summer, but that doesn’t mean you can’t spend a little of your time at the beach or the mountains contemplating your retirement, right? In fact, your time off might encourage you to think a little more seriously about how you might spend those non-working years. In addition to dreaming, you’ll have to think
  • Posted by Jill Schlesinger
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July10

#227 Summer Travel with Peter Greenberg

Just in time for summer vacation, Emmy-winning investigative reporter and producer, Peter Greenberg joins the show to provide great travel tips. Peter is the travel editor for CBS News and also hosts his own television show, “The Travel Detective with Peter Greenberg,” on public television. Download the podcast on iTunes Download the podcast on feedburner Download this week’s show (MP3) Peter
  • Posted by Jill Schlesinger
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April03

#213 Annuity Haters

Guest Gary Schatsky, a fee-only financial advisor, Chair Emeritus of NAPFA and Annuity Hater, joins the show to discuss why annuities are rarely advisable (Gary says just 5 percent of the time!) He also weighs in on the concept of fiduciary and explains why he believes that working with a fee-only advisor vastly reduces the potential
  • Posted by Jill Schlesinger
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Image by Flickr User CollegeDegrees360

November03

Investors are “Confused and Harmed”

Pity the poor consumer of financial services. According to The Financial Planning Coalition, a collaboration of the Certified Financial Planner Board of Standards (“CFP Board”), the Financial Planning Association® (“FPA”), and the National Association of Personal Financial Advisors (“NAPFA”), “consumers who want financial planning services are…unable to differentiate those who are truly competent to provide
  • Posted by Jill Schlesinger
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