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"There is an added sense of urgency now," says Barbara Roper, director of investor protection at the Consumer Federation of America.
January 19 -
The White House has made fiduciary part of investors' vocabulary.
January 18
Bloomberg -
OSHA supports ex-broker Johnny Burris’ firing because he allegedly faked company letterhead. Burris says the bank approved the altered letter years before.
January 12 -
The decision vindicates ex-broker Johnny Burris, but also supports the move to fire him. However, a bank document obtained by Financial Planning casts doubts on the reason for his termination.
January 12 -
That's just one solution among several that will help prepare your firm for success now and in the future, columnist Bob Veres says.
January 9 -
How the new regulation will affect a planner’s advice.
December 29 -
Critics say the regulation's costs and hurdles will hurt advisers. But there's another side to the story.
December 27
Financial Planning Association -
The industry's trajectory is being permanently altered. Here's why.
December 21
Nexus Strategy -
Dan Moisand's firm joins the Institute for the Fiduciary Standard's new listing. Moisand is a former CFP Board official and ex-president of the FPA.
December 19 -
Will Chief District Judge Barbara Lynn be the first to rule against the regulation? Opponents of a case in Texas federal court have high hopes.
December 16






