Don Rembert, member of the Institute Chairman’s Council, found his passion as a fee-only fiduciary advisor 40 years ago after seeing small business owners struggle.
Institute and Industry Leaders
Chris Cannon, board member of the Institute’s Real Fiduciary™ Practices, interviews Boston University Professor of Law Emerita, Tamar Frankel.
Institute signs on to letter with 20 other advocacy groups requesting extension of comment period for DOL proposed rule.
Tamar Frankel, Professor Law Emerita at Boston University, published a hugely important criticism of SEC’s Reg BI.
Many financial advisors today, including CFPs, call themselves “fiduciaries” but still possess conflicts of interest that are often not properly managed.
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?