Articles tagged "Sheryl Garrett"


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Why Wall Street's DOL killer threat -- that 'millions' of IRA investors will go unadvised under new rules -- is hogwash

Investors already have options and Wall Street's withdrawal, already in progress, can only improve investor outcomes

June 8, 2015 — 10:29 PM UTC

How Sheryl Garrett got a hush-hush invitation from President Obama and how she pierced the fog about putting clients first

The Arkansas RIA booked a flight to DC with no explanation to colleagues

February 25, 2015 — 8:37 PM UTC

TD Ameritrade pulls off amazing Summit in DC that reveals rot to the core of SEC, FINRA and ERISA system

A consumer panel sobered the crowd off the bat with war stories and then Ron Rhoades, Mercer Bullard, David Tittsworth, Sheryl Garrett, Tom Nally, Marilyn Mohrman-Gillis and others pulled no punches

September 18, 2014 — 5:54 PM UTC

Ron Rhoades, a lawyer, asks: Has Sheryl Garrett invented an RIA future of attorney-like comp?

Members of the Garrett network find pitfalls using flat fees and hourly fees (people want to kill lawyers, remember?) but a template for a fiduciary future may be taking shape

August 1, 2013 — 5:27 PM UTC

Private equity strikes again, this time quietly buying control of fi360 for $11.5 million

Bluff Point Associates principals liked the recurring revenues and bright growth prospects

April 10, 2012 — 5:41 AM UTC

A crucial question for HNW clients: What is money for - and what should advisors do in response to the answer?

A Lindner Capital Advisors symposium recently answered some sticky questions with help from Meir Statman and others.

October 27, 2011 — 3:37 AM UTC

Influential fiduciaries endorse bootstrapping advisory-industry SRO

Maria Elena Lagomasino and Harold Evensky among those giving nod to Mississippi law students

April 18, 2011 — 1:39 PM UTC
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