JULY 9, 2019

INDUSTRY

FPA Asks CFP Board to Delay Enforcement of Its Fiduciary Mandate

Michael Thrasher

The Financial Planning Association, whose membership includes thousands of CFPs, wants the CFP Board’s enforcement deadline to coincide with the SEC’s.

FULL ARTICLE

WEALTHCASTS

Michael Kitces' #FASuccess Podcast: Linda Leitz on Having the Confidence to Charge the Fees You're Worth

Michael Kitces

Peace of Mind Financial Planning's Linda Leitz describes the process she uses to discuss fees with clients.

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SPONSORED CONTENT

Muni Outlook for 2019 - I Can See Clearly Now

Sponsored by BMO Global Asset Management

Muni bonds are off to a sunny start in 2019, but will the clouds roll in?

FULL ARTICLE

ETFS

The Worst-Performing ETFs of the Past 3 Months

Aniket Ullal, First Bridge Data

These ETFs had the worst three-month returns during the previous quarter.

FULL ARTICLE

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