The Advice Industry Part II A lot has happened in our regulatory world since I posted the original blog piece. The DOL rule is void. The SEC is opening up a public comment period about its new standards of client care. See related: The Advice Industry, Part I The government regulates this industry – investments, […]
Archives for June 2018
A professional person earns his living by the fees he charges clients for the services provided. In this video Glenn explains why the CFP® professionals at CameronDowning charge a fee for their financial planning and investment advisory work, and why it is in the client’s best interests to pay it.
Should I Pay a Fee for Financial Advice? From time to time I’m asked, Glenn: there are plenty of financial guys out there. They’ll do financial planning for free. So why should I pay you guys? Good question! To answer it, let me give you a little background. Back say, 50 years ago, if you […]