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.
Marie Swift Offers Marketing Tips
Bob Veres reports:
“Marie Swift hit home saying the advisors who provide the most value tend to be the least aggressive marketers.”
Sara Grillo Challenges the Industry to be Transparent
In this podcast Sara drills down on what transparency means for advisors and their clients.
