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Why work with a certified advisor? (Video)

Fiduciary Fake News #291-The New York Times Gets Fiduciary Entirely Wrong

The New York Times published a politically-charged, fear-mongering article on the DOL’s Fiduciary Rule last week that I would normally...

Fiduciary Facepalm #425: NAPFA Plays Politics (Again)

I’m too often today embarrassed by the state of personal financial advisory associations and occasionally feel the need to say something...

Fiduciary Falsehood #827: Government Can Give Everyone A Personal Chef At a Low Cost (By Removing Gr

This is a third follow-up to an article I questioned author Bob Clark’s claim that regulation on advisors is not a “political issue” and...

Fiduciary Fallacy #172–Financial Advisors Are Personal Chefs, Not Doctors (Even The Brightest Of Us)

This is a second follow-up to an article I questioned the author Bob Clark’s claim that regulation on advisors is not a “political issue”...

Fiduciary Fairytale #288: Fiduciary Isn't Politicizing Personal Financial Advice

The following is a response I posted in response to the following ThinkAdvisor article by Bob Clark. Bob is someone I typically enjoy...

Before you sign-up for OregonSaves...

Hi. I'm a fee-only financial advisor and a fiduciary to my clients. However you came across this, if you are investigating whether or not...

My Comments to DOL Re: Fiduciary Rule

OK, I'm not sure if this is a decent way to approach a comment letter or not, and it may not be what they are looking for in terms of...

My Comments on Proposed Increased CFP Board Professional Conduct Standards (Re: Fiduciary)

I wanted to share with clients and the public my thoughts regarding CFP Board’s proposed changes to Standards of Professional Conduct,...

Robert Schmansky, CFP® Named on INVESTOPEDIA 100 List of Top Influential Financial Advisors

New York – June 27, 2017 – Robert Schmansky, CFP® was named on the INVESTOPEDIA 100 list of influential financial advisors. ...