The CFP Board is Confusing and Misleading Consumers
The CFP Board has strayed from its mission of improving life for the consumer. Instead, it is generating as much confusion as possible for the furthering of its own interests. Make no mistake – transparency is not on its agenda. This is a massive disservice to the public.
US Retirement Legislation And Regulation Bulletin: Third Quarter 2022
On August 16th, President Joe Biden signed the Inflation Reduction Act into law, ending months of uncertainty over whether congressional Democrats would ever reach agreement on a compromise budget reconciliation bill.
How to Fix Our Failed Approach to Fiduciary Lobbying
Instead of focusing on the advantages fiduciary standards would provide to the profession, lobbyists who represent advisors should point to the catastrophic failures of the perverse incentives embedded in the brokerage business model.
Making The Case for Alternatives—Particularly Commercial Real Estate—in Defined Contribution Plans
Despite widespread use in institutional portfolios, alternative investments are not typically found in US defined contribution plans.
Macro Markets Podcast Episode 21: Measuring Sustainable Infrastructure
Jim Pass, head of project finance for Guggenheim Investments, and Kate Newman from the World Wildlife Fund talk about the most recent research collaboration between Guggenheim and WWF, a survey of infrastructure investors and developers.
The Next Challenge Facing the Advisory Profession
Advisors won the last war – true professionals achieved victory by adopting fiduciary principles and providing comprehensive planning. But a new battlefront has emerged – what I call the “next argument” – and achieving victory will slow and painful.
How the US Can Make the Apprenticeship Model Work
With the US unemployment rate near a five-decade low and job vacancies close to a record high, businesses say they are scrambling to find workers. Many complain that large and growing skills mismatches prevent them from getting the staff they need.
How to Get Started with Commission-Free Annuities
Join this session to learn how to implement Commission-Free annuities in a financial plan, determine the client needs they're best suited for, and manage these solutions within a fiduciary practice.