The Blue Blaze

How Four Days in Miami Affirmed My Mission to Change Everything.

Posted by Frank J. Corrado, CPA, CFP on Dec 7, 2018 3:48:00 PM

 

Right before Thanksgiving, more than 200 professionals gathered in Miami, Florida for the annual conference sponsored by the Alliance of Comprehensive Planners. ACP is a national, not-for-profit, membership organization and a pioneering community of fee-only financial planners who are committed to providing service to clients in a true, fiduciary model.

Was it a rip-roaring fun time filled with soaring, thought-provoking speeches and deep conversation about transformation and inspired risk-taking?

You bet. And here's why.

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Topics: Fiduciary, Fee only, Appreciative Inquiry, Values, Purpose,, Optimal Life,, Financial life guidance

The Federal Fiduciary Rule is Dead. Long Live the Fiduciary Rule.

Posted by Frankie Corrado on Sep 13, 2018 9:58:00 AM

 

Following a long and extensive battle with government bureaucracy, the Fiduciary Rule died on June 21, 2018. The Rule is remembered fondly by its many supporters for the transparency and objectivism it was meant to bring to the financial services industry. It is mourned by the many who believed in its unfulfilled potential.

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Topics: Values, Optimal Life,, Financial Services, Financial life guidance, Fee only, Fiduciary, Fiduciary rule, Ethics