I made the decision nearly a decade ago to give up my securities and insurance licenses and spend more time working on my own wealth than meeting font-size requirements in order to sell commodity products. It was a scary[...]

The absolute irrelevance and useless of FINRA in the modern financial services industry is about to come to light as soon as older clients realize you have tanked their futures by following FINRA's boneheaded advice abou[...]

We also see disparate concepts intertwined with each other in our own industry. Financial planning and wealth management practices often fall into that mixed category—part fee-based, part commission compensated.[...]