James Chen, CMT is an expert trader, investment adviser, and global market strategist. Somer G. Anderson is CPA, doctor of accounting, and an accounting and finance professor who has been working in ...
In the latest round in the continuing controversy over the definition of fee-only by the CFP Board of Standards, the organization's CEO sent an e-mail to 69,000 CFP professionals sticking by its ...
Two of the most influential organizations in the world of independent planners, the CFP Board and NAPFA, do not agree on the definition of one of the most hot-button terms in the profession: fee-only.
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