Whac-An-Untrained-Fiduciary

Regulators and the CFP Board are not basing their proposed fiduciary standards on generally-accepted fiduciary best practices. In turn, their proposed complex disclosures and rules are going to be interpreted and enforced by persons lacking in fiduciary expertise.


You don't want to be a mole in the new fiduciary landscape! #fiduciary #trone #3ethos #behavioralgovernance #leadership #L5