Bob Monks, our first Frankel Fiduciary honoree, passed away in April. Bob will remain a huge inspiration to fiduciary advocates.

New pamphlet deploys Winston Churchill and Chief Justice Stone to argue for fiduciary duties.

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.

Bob Veres reports:

“Marie Swift hit home saying the advisors who provide the most value tend to be the least aggressive marketers.”

The Institute was joined by Ron Rhoades, Phyllis Borzi, Eileen Stevens, and James Tierney for a discussion of “fiduciary” in both 2022 and 2023.

Veres won’t review the 93 firms or 105 individual “finalists” on IA’s list. He DOES list those not nominated, including “Joel Bruckenstein, Angie Herbers, Knut Rostad, Stephanie Bogan”, (and many others)