Is it being 71? MacKillop, 71, is “rejuvenated”. In 1945 Churchill won WWII when he was 71
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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.
Marie Swift Offers Marketing Tips
Bob Veres reports:
“Marie Swift hit home saying the advisors who provide the most value tend to be the least aggressive marketers.”
Will You be My Fiduciary?
On this Valentine’s Day, let’s reflect on the necessity of trustworthy relationships!
