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Fiduciary Advocate

Inside Information

Past winners include Ron Rhoades, David Tittsworth, Skip Schweiss, Phyllis Borzi, Harold Evensky, Barbara Roper and, in 2016, the entire U.S. Every year, the Committee selects a worthy candidate to be given its “Fiduciary of the Year” award. Department of Labor.

CFP 40
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Transcript: Jonathan Clements

The Big Picture

I mean, these sort of traditional brokers were much slower to adopt ETFs than, you know, fee only financial advisors. 00:29:38 [Speaker Changed] So, humble Dollar was launched right at the end of 2016. I’m curious as to what you witnessed. 00:11:44 [Speaker Changed] So you’re right.

Investing 147
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Should the CFP Board police financial advisor “bad apples”? The debate continues! (Part Two)

Sara Grillo

His co-authored paper, The Determinants of Nest Egg Sustainability , was a Finalist in the Journal of Financial Planning’s 2016 Academic Research Competition and appeared in the May 2017 issue of that journal. .

CFP 59