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The Fiduciary Issue

Path Toward a True Profession: The DOL’s Conflict of Interest Rule and BICE’s Impartial Conduct Standard

By Ron A. Rhoades, J.D., CFP®   

Should the fiduciary rule survive judicial and political challenges, it promises to propel the financial planning community closer to status as a true profession

Practice Management

Preparing for the Certainty of Uncertainty under the New DOL Rule
by Doug Lennick, CFP®
Moving to a holistic, advice-based fees business model is one of the best ways advisers can prepare for the certainty of uncertainty in the financial planning profession.


The Intertemporal Persistence of Risk Tolerance Scores

by John E. Grable, Ph.D., CFP®; Wookjae Heo, Ph.D.; and Michelle Kruger

Results of this analysis support the notion that a financial planner can assume that a client’s risk tolerance attitude will remain relatively steady over time.

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