Industry commentator, Bob Veres, argues that fiduciary advocates should emphasize the “catastrophic failures” of the brokerage business model.
Blog
Bob Veres Review: IA Magazine “Luminaries”: Potential advertisers or “luminaries”?
Veres won’t review the 93 firms or 105 individual “finalists” on IA’s list. He DOES list those not nominated, including “Joel Bruckenstein, Angie Herbers, Knut Rostad, Stephanie Bogan”, (and many others)
How Manipulative Language Muddied the Meaning of Advice
The 1940 interpretation of investment advice is no longer what it once was. The meaning of conflict has been fundamentally altered as well.
Fiduciary September 2022 Program
Luis Aguilar, (left) Advisor to the Institute, will speak Sept 22 on the panel for The 2022 Frankel Prize honoree, Arthur Laby.
Sharp exchanges at hearing illuminate debate on SEC’s oversight of ESG
Congress begins to discuss ESG and whether regulatory action should begin, but there is still contention within the house
Polarization and the State of Advice
Dick Wagner (above) wrote for 30 years why the future of advice and planning is bright. That is, if leaders step up to make it so.
