2003, Fee Only and Investment Advisor - Financial Advisor Source

New Voice at the SEC

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AUGUST 29, 2021

When brokerage firms argued that they functioned just like fee-only advisors, Roper suggested that their reps be required to register with the SEC and be regulated similarly. . Could the SEC require the brokerage firms to revise their incentive structures to be more in alignment with fee-only planners?

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Recency Bias!!!

Walkner Condon Financial Advisors

FEBRUARY 6, 2024

As these tables can take a while to be published or readily available, let’s for now break the past twenty years of available market data into two 10-year periods: 2003-2012 and 2013-2022. In the more recent decade not including 2023 (2003-2012), U.S. During the 2003-2012 period, U.S. Large Cap, Developed ex-U.S.

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New Voice at the SEC

Recency Bias!!!

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