It’s June 9, and the DoL fiduciary rule has arrived – sort of. The cornerstone of the rule, the Impartial Conduct Standards, effectively becomes part of any engagement not explicitly grandfathered. This is good.
Blog
Secretary Acosta, Candor and the DOL Rule
Labor Secretary Alexander Acosta’s Wall Street Journal op-ed last week on the DOL fiduciary rule is a public service. Secretary Acosta writes with candor on the administration’s opposition. In so doing, he advances the fiduciary conversation.
Sheryl Garrett Endorses Institute for the Fiduciary Standard Best Practices Affirmation Program
Leader of hourly financial planning movement says Institute program provides much-needed clarity to help investors know what to expect from a fiduciary advisor
The Fiduciary Standard: What Would Peter Drucker Say?
Last week the Institute for the Fiduciary Standard announced the first class of 27 Best Practices Advisors. Vanguard founder Jack Bogle and personal finance columnist and author Jane Bryant Quinn joined the Institute for a briefing in New York. A common question from journalists during and after the briefing was, ‘What’s new?’
WE Family Offices LLC
WE Family Offices LLC 701 Brickell Avenue, Suite 2100 Miami FL 33131 (305) 825-2225 Michael.Zeuner@wefamilyoffices.com www.wefamilyoffices.com Other Locations ROCKEFELLER CENTER 1270 AVE OF THE AMERICAS | SUITE 2101 NEW YORK, NY 10020 Services WE Family Offices offers investment advice and management. Compensation methods accepted % of assets advised Fixed fee based on assets or financial circumstances. […]
Resource Advisory Services
Resource Advisory Services 2095 Lakeside Centre Way, Ste 105 Knoxville, TN 37922 865-560-0140 DLewis@ResourceAdv.com www.ResourceAdv.com Services Resource Advisory Services will work with clients remotely. Resource Advisory Services offers comprehensive wealth management, investment management, and financial planning. Compensation methods accepted Assets Under Management (AUM) Fixed fee based on assets or financial circumstances. Required education for senior […]
