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Does holding a CFP, ChFC or CFA correlate to better client service? At last, hard evidence shows that clients do better with designated planners.
May 26
Camarda Wealth Advisory Group -
Harvesting losses to write off taxable gains is one strategy to address the Trump administration's plan to scrap the 3.8% net investment income surtax.
May 26 -
Do's and don'ts for transitioning the practice as a long-term process, not a one-time event.
May 26
Williams Financial Advisors -
Jeff Camarda is chairman of Camarda Wealth Advisory Group in Fleming Island, Florida. Follow him on Twitter at @jeffcamarda
May 26 -
Commissions-based compensation models are losing ground to fee-based ones. But for broker-dealers, the switch isn’t something to be entered into lightly, Michael Kitces writes.
May 26 -
Retirement investors are better off owning an all-value equity portfolio than a combination of growth and value stocks, data shows.
May 26 -
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Trend-following investors have been slow to the low volatility pool as analysts warn its advance may be unsustainable.
May 26 -
The series of deals leading to a $20 billion investment in an upcoming infrastructure fund managed by the firm raise concerns about conflicts of interest.
May 26 -
Brian Collins covers the housing and mortgage market, including the Federal Housing Administration and the Department of Housing and Urban Development. A reporter with more than two decades of experience, Brian has covered the savings and loan crisis, subprime mortgage debacle and the fall of Fannie Mae and Freddie Mac.
May 26





