Derek Notman on the Raspberry Academy v Oaksure FAIS judgment, why paying for introductions rather than products is the less conflicted model, and what South African firms should do now.
No U.S. regulator defines “financial planner” and “financial advisor” as legally distinct titles. What is regulated is the underlying work. Here is what the CFP Board, SEC, and FINRA actually say — from a CFP® who has used both titles across a 20-year practice.
Trustworthy is a developmental property, not a credential. Here are 5 trust signals — grounded in Roy Lewicki’s research on how professional trust actually forms — that most people miss when choosing a financial advisor.
By Derek Notman, CFP®, Founder & CEO, Couplr. Based on research and presentations delivered at the Financial Planning Institute of
A CFP® shares two of his earliest client meetings — one that nearly ended a friendship and one that turned into an eight-hour first conversation and a decades-long relationship — and what the difference reveals about how to spot a financial advisor who is actually a fit for you.
By Derek Notman, CFP®, Founder & CEO, Couplr AI Finding a financial advisor today still feels like Craigslist: you filter
Equity comp, high-income variability, and startup risk make tech-worker finances genuinely different. What to look for in an advisor who gets it.
The real math on whether hiring a financial advisor pays off, from a CFP® who has been on both sides of the desk.
How much wealth managers charge, why fee comparisons are usually wrong, and what to focus on instead. A CFP®’s honest breakdown.
