Atlantic Financial Planning 1997 Annapolis Exchange Parkway, Suite 300 Annapolis, MD 21401 (443) 822 5615 charlie@atlanticfinancialplan.com www.Atlanticfinancialplan.com Services Atlantic Financial Planning offers financial planning services only. Investment advice is offered, but not ongoing management. Atlantic Financial Planning will work with clients remotely. Compensation methods accepted Fees are charged on an hourly basis. Required education for […]
Blog
Institute Appoints New Members to Board of Advisors
Luis A. Aguilar, Ron Carson, Dan Solin and Woodrow W. Leake To Join Institute Advisors John C. Bogle and Tamar Frankel
What DOL Fiduciary Victory Feels Like: The Texas Court Decision
Wednesday’s win in Texas federal court for the Labor Dept.’s fiduciary rule is important and deserves attention. Judge Barbara M. G. Lynn’s extensive review of the industry case against the DOL rule, the fiduciary standard and investors is an unequivocal investor victory.
Fiduciary standards are important
David will be among the first group of advisors of ‘Best Practices’ advisors the Institute will announce in March. Stay tuned.
Best Pratices Affirmation Program Webinar
Bob Veres: Where SIFMA and I Are In Total Agreement
The advisor world’s best-known advisor’s “advisor,” Bob Veres, has written extensively on how very different broker-dealers (sales persons) are from independent advisors.
