CFP Commission Manufacturing 
Investing Caffeine
MARCH 25, 2025
Finished her PhD at The London School of Medicine (Barts) Practiced law at the Covington & Burling law firm representing the television broadcasting industry before the Federal Communications Commission (FCC). Slome, CFA, CFP Plan. Hired by NASA to seek approval from the FCC for NASA systems used to track and relay satellite data.
Nerd's Eye View
JULY 18, 2022
To meet this challenge, CFP Board’s Center For Financial Planning has engaged in fundraising for several years to fuel campaigns that have focused on building the advisor workforce of the future.
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Truemind Capital
SEPTEMBER 10, 2019
To ensure that the interest of your adviser is totally aligned to yours, an adviser should manage the entire investment in zero-commission products like direct plans of mutual funds and earn only from transparent fee received from you. Asset allocation is responsible for 80% of the portfolio returns and scheme selection only 20%.
Inside Information
JANUARY 31, 2022
The obvious next priority to put on the regulatory watch list is sales commissions. I was not surprised to see, in the NASAA survey, that 41% of brokerage and independent BD firms (firms, in other words, that pay commissions to their reps) recommended private securities, compared with practically zero for fee-only advisory firms.
Good Financial Cents
AUGUST 1, 2022
There are no commissions or fees when buying securities. And because they are ETFs, they can usually be bought and sold commission free. Steiner, CFP at Buckingham Advisors. You can purchase growth stocks and growth stock ETFs commission free with brokers like M1 Finance , Zacks Trade , E*TRADE , and TD Ameritrade.
Sara Grillo
SEPTEMBER 26, 2022
In Part Two of our two part series on the CFP Board, the heated debate continues. We’ll discuss these questions: The CFP Board has specifically stated that it wants the CFP® mark to be a requirement for anyone who practices financial planning. What do you believe the CFP Board’s role should be in the future?
Sara Grillo
NOVEMBER 14, 2022
Are commissions bad? Mettler is a CFP® certificant (INSERT LINK WHEN AVAIL) and he says that even the CFP Board passed a fiduciary guideline. Macchia chimes in, saying he finds it ironic that the first module in the CFP program is risk management, which he interprets to be about insurance. Are commissions bad?
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