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Articles tagged "Bart Bonga"


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Terrence Morgan: It wouldn't surprise me if people are stalling and hoping that Phyllis Borzi is fired.

Report of a possible delay in DOL's fee disclosure rule sparks apprehension among advisors and industry observers

Advisors say they can't comply with the rule until they know what's in it but one delay could lead to another

January 5, 2012 at 3:57 PM

Bart Bonga: I thought the apology was fairly tepid.

Was Schwab's letter of apology to RIAs good enough?

One advisor called the custodians reaction 'tepid' and others expressed have even stronger feelings

August 19, 2011 at 2:25 PM

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