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Welcome to the global gathering place for the financial planning profession
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?
Isn’t technology wonderful? Think of what we can do that was not even imagined just a few years ago. Web 2.0, social media, mobile computing (even on a phone!). We can download information in seconds that would have taken days to gather in a library. We can access our office computer while out calling on clients (or sitting at the beach). Continue reading Protecting Client Information: Are You Prepared for a Security Breach?
By Michael Snowdon, CFP Imagine with me for a moment. Jade, a client, walks into your office holding an account statement. The statement identifies 10,000 shares of a stock – (DGE) – trading on the London exchange. You immediately recognize the stock as Diageo, a global spirits company. You’re a little puzzled, however, because Jade has clearly expressed great distaste for investments related to alcohol. Continue reading Behavioral Finance and the Financial Planning Professional
By Michael Snowdon, CFP FPSB’s Financial Planner Code of Ethics and Professional Responsibility creates the foundation for CFP professionals. Principle number 1 – Client First – is the cornerstone of that document. Here is what it says: Place the client’s interest first. Placing the client’s interests first is a hallmark of professionalism, requiring the financial planning professional to act honestly and not place personal gain or advantage before the client’s interests. Continue reading Financial Literacy Month: How to Spread Financial Literacy in your Firm and Community |
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By Michael Snowdon, CFP 
