Dan Solin: “I’m not so sure” clients will always need a human touch
The Institute submitted a comment letter to the DOL on January 2nd, arguing that Rule opponents seek to eliminate fiduciary advice.
Awarded to Sheryl Garrett About the Frankel Fiduciary Prize
Institute Comment Letter, News Release, and Media Coverage White House Announcements
Hear from leading voices in the profession, George Kinder, Dan Solin and Marie Swift along with Real Fiduciary™ Advisors Justin Sanderson and Yesenia Realejo
Phyllis Borzi (left), will speak Oct 17 for the 2023 Frankel Prize Honoree, Sheryl Garrett.