by Ron A. Rhoades, JD, CFP®
There are many prerequisites to becoming a true profession. Have we satisfied those requirements? And if so – do we desire to take the next step – seeking true status as a profession through legislation?
Advisor News
Women Leading The Finance Industry: Deborah S. Bosley
Deborah S. Bosley of The Plain Language Group has been recognized as a woman “leading the finance industry.”
Moisand Fitzgerald Tamayo Wins Prestigious National Award
Moisand Fitzgerald Tamayo, one of the Institute’s Real Fiduciary™ Practices Advisors, received the 2019 Trailblazer IMPACT Award™.
“Happy 50th Anniversary, Financial Planning Profession” by Dave Yeske
Dave Yeske, on the 50th anniversary of financial planning, notes its achievements and challenges in a balanced and thoughtful piece.
Time for Advisers to Speak to Us in Plain English, writes WSJ’s Jason Zweig
The SEC is making financial information simpler. But it’s not yet simple enough.
The SEC’s Videos About Financial Planners Misses the Mark, Writes Carolyn McClanahan
“In five bite-sized offerings, Chairman Jay Clayton fails to tell the public what it needs to know about RIAs vs. brokers.”
