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Point, Counterpoint: Can fee-only financial planners serve smaller clients effectively?

Phil Billingham, CFP says yes:

As an argument for staying on commission, it’s right up there with ‘But my clients won’t pay fees’. It’s ‘If I move to fees, my older/smaller clients will not be able to afford me’. To translate this, the argument is that ‘I will have to stop looking after them because they will not be profitable enough’.

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Regulation Challenges Facing Financial Planners

By Taylor Liao, CFP

The enactment of the Dodd-Frank Wall Street Reform and Consumer Protection Act of 2010 (Dodd-Frank Act) brings a new era of regulation focused on promoting transparency and accountability in the US.

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Does a Commission Ban Actually Help Consumers?

By Michael Snowdon, CFP

In case you have missed the trend, financial regulators are on the move. While this is not true everywhere, it is becoming increasingly prevalent around the world. One of the big areas of concern is how financial folks, including planners, get paid.

Continue reading Does a Commission Ban Actually Help Consumers?