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Kimberly Overman
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No matter what they have on their business cards, employees of a brokerage firm should be characterized as brokers, and should be required to identify themselves as such to consumers who walk in the door.

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While I have been a Certified Financial Planner for over 25 years, I am truly beginning to wonder about the wisdom of the CFP Board of Standards. They seem to have a set of rules that is only guided by what serves the Board well in an effort to argue that fee-only is the only method of addressing the conflict of issue fight. Clearly they have lost their way and have forgotten that their mission is to make sure that consumers are treated fairly by competent practitioners of financial planning. I look forward to the day when there is a true financial planning practitioner regulator that remembers its job.  

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A wolf is still a wolf, even when wearing wool. “Look at the disclosure [at the bottom of the website’s homepage]. It speaks of the myriad of conflicts of interest that exist. While it looks and feels like a plan that would come from an RIA, that is far short of acting as a fiduciary; in the best interests of its clients.”

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