In this podcast Sara drills down on what transparency means for advisors and their clients.

Too many new rules undermine the principles – Based fiduciary standard; here is how Scott MacKillop says we should think about fiduciary

It is important for people to understand that different fee models may benefit certain people more, thus advisors must explain what services are being provided

Industry commentator, Bob Veres, argues that fiduciary advocates should emphasize the “catastrophic failures” of the brokerage business model.

Congress begins to discuss ESG and whether regulatory action should begin, but there is still contention within the house