You’ve still got time. Think of the DOL’s new fiduciary rules as a shot across the bow. Heed the warning, change course, and discover how rewarding this business can be…
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It’s inevitable, from working over twenty years in an industry like mine, you tend to get a little cynical. The ink is hardly dry on the new “fiduciary” standard promulgated by…
updated April 25, 2018 If your advisor is not on the same page with you, it makes it harder to weather downturns. There are five very basic service points your…
Integrity is key. For Advisors, it’s easy to lose sight of integrity because the framework of the financial services industry creates conflicts of interest. In many cases, there is a…
by Rob Schulz, CFP® April 20, 2011 The SEC is currently looking into authorizing a universal fiduciary-duty regulation under the Dodd-Frank financial reform law. If carried out this would…
By: Rob Schulz, CFP® November 24, 2010 You may have noticed the headlines as the Securities Exchange Commission, FBI, and federal prosecutors wrap up what they call the largest insider…
