Articles tagged "Garrett Financial Planning Network"
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
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
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
One-Man Think Tank: The fiduciary standard may sink Wall Street's advisors-on-yachts. Should we care?
How much should a professional investment advisor make?
December 7, 2010 at 5:22 AM
Eavesdropping on the Garrett retreat: A white-knuckle drive; why independents aren't winning assets as fast as they should be; and six steps to building client trust
In the Ozarks, a small and informal conference draws big names