Posts Tagged ‘ conflict of interest ’

MDP Ethics (or “I’m a CFP Again, But Keep it on the Down Low”)

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I would like to take this opportunity to announce that I am once again a Certified Financial Planner (CFP).  I took a brief hiatus from this designation but now have re-qualified.  I am now entering my 15th year of CFP-dom.  Read more...

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All A-Twitter about NAPFA & “Fee-Only” Financial Planning

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Here is my message today:  A Chicago-based CFP retweeted one of my posts earlier this week.  This compliment was made even stronger when I found that he is in NAPFA. The rest of this post explains what the heck I’m talking about. Twitter According to alexa.com, Twitter is presently the 10th most popular website on…

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