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Last week a group of 12 industry heavyweights, including the likes of Paul Volcker and John Bogle, announced their signing of a letter calling for regulators to move forward with a universal fiduciary standard of care. I had the pleasure of ch...
It was just two months ago that Financial Planning Association President Paul Auslander was suggesting that the organization was ready for fresh views on its future—a new chief executive, for example, didn’t necessarily have to come from withi...
Ron Rhoades’ decision to step down as chair-elect of NAPFA may have been inevitable, but industry observers view his compliance error as a relatively minor mistake.