Morris Armstrong

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  Respecting Our Elders

  By Bob Clark, AdvisorOne, Bob Clark, AdvisorOne  |  October 26, 2009

  Advisor Morris Armstrong recently took the CFP Board to task on his "Financial Planning for You" blog over the issue of "grandfathering." A ChFC himself,...

• A Cautionary Tale

  By Marlene Y. Satter, AdvisorOne  |  June 1, 2009

  Morris Armstrong, of Armstrong Financial Strategies in Danbury, Connecticut, is guiding a client through another problem that is becoming more common as insurance companies are...

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  That Pesky Fiduciary Issue

  By Bob Clark, AdvisorOne  |  August 15, 2007

  As usual, Morris Armstrong raises a valid, and very popular, point in his response to my latest posting, which warrants some further exploration. How can an...

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  Who 'Owns' the Client?

  By Bob Clark, AdvisorOne, Bob Clark, AdvisorOne  |  June 8, 2007

  Last week, I raised the issue of junior advisors leaving their firm and taking some of the clients with whom they work. Because this situation...

• Tell Us How You Really Feel

  By Staff Writer  |  November 1, 2006

  I read your article "Board to Death: Reloaded," (Bob Clark's monthly column, Clark at Large) in the September 2006 issue, and am not really sure...

• The Rollover Boom Arrives

  By Melanie Waddell, AdvisorOne  |  October 1, 2004

  The time for rollovers has come, and will continue for the next 20 years or more. Talk to most advisors, and they'll tell you quite...

• X Marks the Spot

  By Staff Writer  |  October 1, 2001

  Untold riches can be found within Generation X, sa