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Articles tagged "Sheryl Garrett"


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Sheryl Garrett: I got called an idiot.

Sheryl Garrett, a financial planning pioneer, sells her planning network, after tragedy and soul-searching; members buying her out will preserve her legacy and open firm to managers

Members are broadening the business model, with her blessing; Garrett will attend annual conferences and focus on raising fruits and vegetables on her Arkansas farm

June 21, 2024 at 3:46 AM

Ron Rhoades: I say let these firms so depart the marketplace! There are many, many investment advisory firms willing to provide trusted advice for reasonable fees.

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 at 10:29 PM

Sheryl Garrett poses with DOL's Phyllis Borzi and the Fiduciary Oath from the Committee for the Fiduciary Standard.
February 25, 2015 at 8:37 PM

A congressman, an engineer, an airline pilot and a court reporter walk into a fiduciary conference...

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 at 5:54 PM

Sheryl Garrett is able to give her advisors a steady flow of quality referrals.

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 at 5:27 PM

Blaine Aikin: Regardless of what happens to regulatory reform, we expect to do really well.

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 at 5:41 AM

Ali Swofford: It seems that men and women are both from Venus.

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 at 3:37 AM

Sheryl Garrett:  “Given the funding issues currently facing the SEC, it may not get the resources to continue to regulate registered investment advisers. In that event, the Committee supports an alternative self-regulatory organization (SRO)."

Influential fiduciaries endorse bootstrapping advisory-industry SRO

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

April 18, 2011 at 1:39 PM

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