Deborah S. Bosley of The Plain Language Group has been recognized as a woman “leading the finance industry.”
Moisand Fitzgerald Tamayo, one of the Institute’s Real Fiduciary™ Practices Advisors, received the 2019 Trailblazer IMPACT Award™.
Dave Yeske, on the 50th anniversary of financial planning, notes its achievements and challenges in a balanced and thoughtful piece.
Columbia Law Professor John Coffee estimates the SEC rulemaking lowered the standard for advisers 75% and raised the standard for brokers 10%.
John Langbein, emeritus professor of law at Yale, accepted the Frankel Fiduciary Prize on September 16, 2019.
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.