Articles tagged "Phylis Borzi"
How Wall Street emasculated the DOL rule with an old-fashioned end game: 'Somebody made a deal' -- and why tort lawyers are licking their chops
End-game style politics exposed fiduciaries' lack of playoff experience, but RIAs can console themselves because DOL exposed shady dealings on 'the dark side'
April 7, 2016 at 3:10 PM
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 at 8:37 PM
Lauren Schadle shows mettle as FPA stakes out turf in skirmish with CFP Board at its national conference in Orlando
Despite a no-show Phyllis Borzi, the FPA Experience was a substance-filled event in which the organization sought to redefine and reclaim its soul