Deborah S. Bosley of The Plain Language Group has been recognized as a woman “leading the finance industry.”
Institute and Industry Leaders
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.
Law professors Denounce SEC’s Reg BI; Underscore the Rule’s Clear Break from 79 Years of Settled Law in Advisers Act of 1940
Columbia Law Professor John Coffee estimates the SEC rulemaking lowered the standard for advisers 75% and raised the standard for brokers 10%.
John Langbein Awarded the Frankel Fiduciary Prize
John Langbein, emeritus professor of law at Yale, accepted the Frankel Fiduciary Prize on September 16, 2019.
Financial Advice Isn’t a Profession
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.
