To fight for the Fiduciary Standard in Massachussetts we need accountability in the courts and laws to uphold it
Blog
Why Financial Literacy Programs Fail
Advisors need to step up to enhance and promote Financial Literacy programs
RIA Biz: First Ascent, Geo Wealth Merger is Good for RIAs
Is it being 71? MacKillop, 71, is “rejuvenated”. In 1945 Churchill won WWII when he was 71
The Fiduciary is the “Decider”
The DOL ESG rule matters because it affirms that fiduciaries, not politicians, must decide what’s prudent.
“Fight on the beaches”
New pamphlet deploys Winston Churchill and Chief Justice Stone to argue for fiduciary duties.
Richard Wagner: “The Philosopher King” Of financial planning, says Neal Solomon
Since his 1990 essay, “To Think Like a CFP”, until his passing in 2017, Wagner led the movement for financial planning’s future. Chapter six of Financial Planning 3.0 is reproduced here.
