Article originally appeared on SaraGrillo.com
As the move to transparency in financial planning takes hold, regulations are changing in Colorado and other states. Here’s the triumph of virtue that financial planning transparency will (FINALLY) bring to planners across the country and the benefits to clients that come along with it. Get ready for an exciting show, folks, whoo hoooo!!!!!!
We welcome Dwight Dettloff, CPA, CFP, and Knut Rostad to today’s discussion.
Let’s get into it, folks! We’ll cover:
- What does it mean for financial planning to be transparent?
- What are the changes in Colorado investment advisor regulations regarding financial planning?
- What is happening in other states regarding reform of financial planning regulation, and why we expect these changes to become more widespread.
- What should financial advisors do?
Visit SaraGrillo.com for the full article and podcast