Fiduciary Professions

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News, Analysis and Opinions on Fiduciary Professions.

The New Face of The Fiduciary

  • Sep 9, 2014
    blog

    Why the Existing Fiduciary Rule Won’t Work for Brokerages 1

    As part of Fiduciary September festivities, RBC Wealth Management’s John Taft challenged fiduciary standard advocates, and explained why the current standard won’t fly in the brokerage world....More
  • Jan 28, 2013
    blog

    Calling All Oustanding, Philanthropic Advisors: It's Our 33rd Annual Advisors with Heart Awards

    If you are a retail financial advisor (independent, RIA-affiliated, wirehouse --- it doesn't matter where you sit), please contact me or any of WealthManagement.com and REP. staffers. We are searching for candidates to receive our 33rd annual Advisors with Heart Awards. The award and profiles (and how-to incorporate philanthropic advice into your practices) will appear in the May issue, both in print and online. ...More
  • Jan 21, 2013
    blog

    Nice Speech, Obama. Shame about the Facts: What's an FA to Do, Planning-Wise?

    Yes, I am reaching back into the archives on this argument, but the point is still valid: If you have clients who are expecting their DB plans to come through during retirement or, heaven forbid, rely upon social security, whew!...More

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