Awarded to Bob Veres About the Frankel Fiduciary Prize
Blog
Fiduciary September Speakers Cover Seven Topics and the Videos are Available Here
Fred Reish, Phyllis Borzi and Ron Rhoades (above) lead September 17 discussion on DOL’s Retirement Security Rule
Former SEC Commissioner Robert Jackson, Jr. leads panel on Reg BI
July 24 (10:30-12:00) Zoom panel of experts discussed Reg BI five years after its June 2019 release. Recording is within.
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
