David will be among the first group of advisors of ‘Best Practices’ advisors the Institute will announce in March. Stay tuned.
Institute & Industry Leaders
Bob Veres: Where SIFMA and I Are In Total Agreement
The advisor world’s best-known advisor’s “advisor,” Bob Veres, has written extensively on how very different broker-dealers (sales persons) are from independent advisors.
Mercer Bullard: Think DOL’s Fiduciary Rule Is Too Strict? Blame SEC
The investor watchdog talks to ThinkAdvisor about why SEC Chair White is a ‘bad SEC chair for investors’ and why the Social Security trust fund isn’t as important as many think.
How Advisors Should Prepare for the DOL rule in the Trump Administration
There can be changes around the edges, or changes at the core, but I expect with certainty that there will be uncertainty for a while.
Cuban lessons for US wealth management
Mel Lagomasino, CEO of WE Family Offices, on always acting in the best interests of clients
Brie Williams Instrumental in Garnering Asset Manager – Thought Leadership Education Award
Ms. Williams’ research on the link between fee transparency and advisor value garnered the 2016 Asset Manager—Thought Leadership Education Award for State Street Global.
