Forbes: The Future For Fiduciary Financial Advisors

Robert Schmansky, L5 published an article on behavioral governance and the individual financial advisor and client relationship at Forbes

"If financial advisors stay on the path where we do not differentiate our services and raise consumer expectations, personal advice has a bleak future. The future advisor won’t be able to practice at a lower standard and compete with the above-mentioned firms on a level playing field."

Read the rest of the article here.

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#dontrone #behavioralgovernance #leadership #fiduciary #forbes

Don Trone: CFP Board is a Parasite

3ethos CEO Don Trone published an article for ThinkAdvisor on the poor governance and history of CFP Board.

© 3ethos

No organization has sucked more life out of financial planners than the CFP Board. To be clear, I’m referring to the conduct of the senior staff and directors as opposed to the dedicated faculty and volunteers that provide invaluable support for CFP candidates and certificants.

A link to the ThinkAdvisor complete article is here.

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#dontrone #cfpboard #behavioralgovernance #stewardship #leadership #fiduciary