Buckingham / Colony merger leads talk of the threats to fiduciary advice
Trump picks Paul Atkins, a former commissioner, to lead the SEC
Paul Atkins nominated SEC Chair: industry jubilation erupts. Here, Senator Elizabeth Warren joins Knut to offer a sober, investor view.
‘Streetfighting saint’ Bob Veres takes 2024 Tamar Frankel prize for decades of unstinting, sometimes ‘scathing’ commentary and a ‘secret sauce’ to ferret out facts
The Institute for the Fiduciary Standard awarded the 2024 Frankel Fiduciary prize to industry veteran Bob Veres.
Advisor Calls on CFP Board to hold virtual Town Hall to Engage with CFPs on Flawed Ad Campaign
Read the letter below:
2024 Frankel Fiduciary Prize
Awarded to Bob Veres About the Frankel Fiduciary Prize
Fiduciary September Speakers Cover Seven Topics and the Videos are Available Here
Fred Reish, Phyllis Borzi and Ron Rhoades (above) lead September 17 discussion on DOL’s Retirement Security Rule