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Five Things You Need to Know to Start Your Day Wed, May 06, 2020 Trump pushes for fast economic reopening, EU faces deepest downturn in its history and Treasury to announce a lot of new debt issuance. Read More

By By Lorcan Roche Kelly

How to Choose a Financial Adviser: 6 Tips for Finding the Right One Tue, Apr 28, 2020 If you’re not an expert in money matters, hiring a financial adviser to manage your money life can be a tough decision. It’s almost impossible to know every financial arena well, because they can be so specialized. Estate planning is completely diffe... Read More

By James Royal on Bankrate.com

SEC, CFP Board Accused Of Blurring Lines Between Advisors And Brokers As Board Reacts Thu, Apr 16, 2020 The SEC and the CFP Board were criticized yesterday for adopting code of conduct rules that blur the longstanding line between fee-only registered investment advice and brokerage services by implying that conflicts of interest are acceptable. Read More

By at fa-mag.com

Paul Smith, CFA and Chris Cannon, CFA - COVID-19: Around the World and Back Again Thu, Apr 02, 2020 This episode features two guests. The first is Paul Smith, who was previously the President and CEO of the CFA Institute. Paul has more than 25 years of relevant financial services leadership experience in many aspects of the investment management i... Read More

Ethics Challenge hosted by the CFA® Societies of Florida Mon, Feb 17, 2020 FirsTrust's own Chris Cannon serving as chairman, organizer and Master of Ceremonies Read More

Why Should I Hire a Fee-Only Financial Advisor? Tue, Jan 21, 2020 Fee-only financial planners are registered investment advisors with a fiduciary responsibility to act in their clients’ best interest – and the fee structure to support it. Read More

By FeeOnlyNetwork.com

Year-End Financial Checklist to Prevent Tax Penalties and Missed Planning Opportunities Tue, Dec 17, 2019 Several significant tax and savings deadlines are fast approaching. Before you flip your calendar to December, consider making some of these smart money moves. Read More

By as seen at Kiplinger.com

Hiring a Fee-Only Financial Planner? Here’s What You Need to Look for First ( @ Clark Howard.com ) Thu, Oct 24, 2019 .......According to Barron’s magazine, some $17 billion is lost in retirement savings every year simply because dishonest financial advisors steer their clients toward investments that meet general suitability requirements but aren’t in the best inte... Read More

By Theo Thimou

A 6-step guide to choosing the right financial professional for you Wed, Oct 23, 2019 Getting help on your financial decisions isn’t a bad thing. But with so many professionals and options out there, how do you go about choosing the right expert to work with? Read More

By Megan Leonhardt (CNBC website)

Investing: What your advisor isn't telling you (By LISA GERSTNER) Mon, Sep 09, 2019 Barbara Roper, director of investor protection for the Consumer Federation of America and a member of the Securities and Exchange Commission 's Investor Advisory Committee, discusses what investors should expect from brokers and advisers. Read More

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