The True Value of a Certified Financial Planner®
Chad and Thad provide insights into how working with a CFP® can help you reach your goals.
Categories:
Industry Ideas
Date: April, 2016
The Times are A-Changing
This weeks Nick Pagano talks about his observation on technology and how it has influenced our daily lives.
Categories:
Industry Ideas
The Rise of Investment Robots: Will Humans Be Replaced?
This week we saw articles on retail investment robots, the Seventh Circuit Court, and the end of "Too Big to Fail." Check out what we're reading this week.
Categories:
News
Retirement Lessons for 2016
This week Nick Pagano talks about retirement and how it has changed over the years
Understanding the Fiduciary Standard and Industry Trends
This week we saw more opinions on the fiduciary standards, Yahoo's mixed reviews, and a Trump business venture that has the potential to go up in flames. Check out what were reading this week.
An Independent Advisor Finds His Freedom
Diamond Consultants case study on Jeff Ivory
Categories:
Gainplan Facts
The Difference Between an Investment and a Purchase
Nick Pagano talks about the three main types of investments, and explains how they differ from purchases.
Categories:
Education
What the Fiduciary Rule Means for Investors
As many of you know, we have been patiently waiting for the Department of Labor to release the so-called fiduciary rule this year. The wait is over and the final version was released on Wednesday, April 6th. What I’ve been reading this week has mostly been articles, opinions of the rule and the published rule itself. For a breakdown of the new fiduciary rule and my opinions, please read on.
Categories:
Industry Ideas
Transparency Encourages Accountability (but not yet)
This week Nick Pagano talk about 401(k)s and taking the right steps towards investor education.
Categories:
Education
Ethical Failures: Habitat, JP Morgan, & Sports Betting
This week we saw articles on Habitat for Humanity, JP Morgan, and sports betting. Check out what we're reading this week
Categories:
News