July 24 (10:30-12:00) Zoom panel of experts discussed Reg BI five years after its June 2019 release. Recording is within.
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Sheryl Garrett, a financial planning pioneer, sells her planning network, after tragedy and soul-searching; members buying her out will preserve her legacy and open firm to managers
Members are broadening the business model, with her blessing; Garrett will retain a board seat and focus on raising fruits and vegetables on her Arkansas farm.
Course Preps Planning Leaders in Dick Wagner’s Vision
‘Making the Future of Financial Planning’ course led by luminary faculty
The Failure of Reg BI and the Death of Fiduciary Principles
Policy failures lead to end of fiduciary principles
There’s Passion about AI among Advisors
Dan Solin: “I’m not so sure” clients will always need a human touch
Fiduciary Lessons from the Iowa Caucuses
It’s not about who will win the Election in November