The Massachusetts Supreme Court ruling is a “grand slam” for investors that reinforces investor protections at a pivotal juncture.
New Course Preps Next Gen to Lead to Dick Wagner’s Vision
‘Planning for the Future of Financial Planning’ Course led by Luminary Faculty of Planners and Educators; Yeske, Kahler, Jetton, Levin, Moore, Stearns, Palazzolo and Millar
Classes run from June to December 2023
Bob Veres reminds what annual BD rankings really mean
The magnitude of the deception of BDs insisting they are actually becoming “advisory” firms is undressed and exposed.
RIA Biz: First Ascent, Geo Wealth Merger is Good for RIAs
Is it being 71? MacKillop, 71, is “rejuvenated”. In 1945 Churchill won WWII when he was 71
“Fight on the beaches”
New pamphlet deploys Winston Churchill and Chief Justice Stone to argue for fiduciary duties.
Richard Wagner: “The Philosopher King” Of financial planning, says Neal Solomon
Since his 1990 essay, “To Think Like a CFP”, until his passing in 2017, Wagner led the movement for financial planning’s future. Chapter six of Financial Planning 3.0 is reproduced here.
