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Articles tagged "Dan Moisand"


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Brent Burns: A lot of people were talking about psychology and a lot of advisors are eager for that sort of training.

FPA Retreat 2012 shines spotlight on the emotional and psychological dynamics between advisor and client

The 400 advisors on hand seemed eager discover ways to make the advisor-client process more meaningful

May 18, 2012 at 3:58 AM

Dan Moisand: They have the opportunity to stop it, or screw it up worse than they already have.

Fearful that the SEC has been overworked, lobbied and bullied into a SIFMA stupor, fiduciary crowd launches 16-page missile

Among other things, the letter calls SIFMA's idea of a uniform fiduciary standard a 'broker sales standard'

April 13, 2012 at 3:44 AM

Kevin Keller: We do not want to be a regulator. Our role is setting standards, and our role is most appropriate as it is.

(Updated) What’s behind the CFP Board’s big fee increase

'Category-killer' is in the eviable position of controlling a mark that many advisors think is essential

April 14, 2011 at 1:14 PM

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