John Langbein, emeritus professor of law at Yale, accepted the Frankel Fiduciary Prize on September 16, 2019.
Institute and Industry Leaders
Financial advice does not necessitate thousands of hours of study to render. That means that it is not really a profession, according to Dan Solin.
Meet Margaret from Maryland. She had been relying on the advice of brokers for many years but contacted a fiduciary (CFP®) for a second opinion when the broker recommended that she buy another annuity to add to the two she’d already been sold.
First Ascent Asset Management, a portfolio strategist serving financial advisors, today announced that its founder and CEO, Scott MacKillop, is the recipient of the Investments & Wealth Institute’s 2019 Governance Insight Award.
“With the information required by Massachusetts, clients can engage in intelligent conversations with an investment professional and can better comprehend a firm’s value proposition…”
MarketCounsel Summit, 12-5-18, on a panel discussion on where investors can get help on screening for a real fiduciary advisor.