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June12

Congress Throws Consumers Under the Bus

Last week, House lawmakers passed a bill that threw consumers under the bus. The Financial Choice Act would gut the Dodd-Frank financial reform legislation of 2010 by giving the president the power to fire the heads of the Consumer Financial Protection Bureau (CFPB) and the Federal Housing Finance Agency (FHFA), which oversees Fannie Mae and Freddie Mac, at
  • Posted by Jill Schlesinger
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June10

Comey Steals Spotlight from Reg Reform

While most Americans were glued to former FBI Director James Comey’s testimony before Congress last week, two financial regulatory measures dropped below the radar. House lawmakers passed a bill that would gut the Dodd-Frank financial reform legislation of 2010. If passed under its current form, the Financial Choice Act would give the president the power
  • Posted by Jill Schlesinger
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February06

Fiduciary Fallout: Ten Questions to Ask a Financial Pro

Now that the Trump Administration has declared its intention to delay and potentially roll-back the Department of Labor’s fiduciary rule, which would force financial professionals and their firms’ overseeing the nearly $3 trillion in retirement savings, to work in their clients’ best interest, it may be a good time to review your relationship with your
  • Posted by Jill Schlesinger
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Fiduciary by Flickr User lending memo

January30

Fiduciary Under Fire

Shame Definition, according to Merriam-Webster: a :  a painful emotion caused by consciousness of guilt, shortcoming, or impropriety b :  the susceptibility to such emotion <have you no shame?> 2:  a condition of humiliating disgrace or disrepute :  ignominy <the shame of being arrested> 3a :  something that brings censure or reproach; also :  something to be regretted :  pity <it’s a shame you can’t go>b :  a cause of feeling shame I
  • Posted by Jill Schlesinger
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July22

#281 Does your Financial Advisor Put You First?

The fiduciary duty entails asking an important question: Does your financial advisor put you first? That’s what our guest Mary A. Malgoire, CFP helped explain. Mary is the founder of The Family Firm Inc, a fee-only financial advisory firm in Bethesda, Maryland and believes in the client-first, fee-only model, because there are “too many conflicts that exist.” As the past President
  • Posted by Jill Schlesinger
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March24

#264 Fiduciary: The F-Bomb About to Hit Retirement Plans

As the Department of Labor prepares to roll out new rules, which would require investment companies, brokers and advisors to put the interest of retirement savers first, our guest Ray Ferrara, former Chair of the CFP Board, joins us to discuss the fiduciary standard and why the financial services industry should embrace, not fight it. Ray
  • Posted by Jill Schlesinger
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January15

#254 Talking Bout My Generation, File and Suspend

Cam Marston, a leading expert on the difference among generations in the workplace, joins the show to help us become better co-workers, bosses and employees. Marston’s books, articles, columns, and blog describe and analyze the major generations of our time: Matures (born before 1946), Baby Boomers, (born 1946-64), Generation X (born 1965-79), and Millennials (born 1980-2000). 
  • Posted by Jill Schlesinger
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November23

Financial Thanksgiving 2015

Thanksgiving is a time when we count our blessings. In addition to the big stuff, I like to use the opportunity to give thanks to the resources and organizations that improve our financial lives. The Financial Planning Coalition, a collaboration of the Certified Financial Planner Board of Standards (CFP Board), the Financial Planning Association (FPA), and
  • Posted by Jill Schlesinger
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Fiduciary by Flickr User lending memo

September28

An Update on Fiduciary

The Financial Planning Association’s (FPA) National Conference last weekend could have been presented by “The F-Word”: Fiduciary. The weekend brought together 2,000 CFP® professionals, all of whom adhere to the fiduciary standard. This is the standard of care, which requires that financial professionals to put the interests of clients first. (Those financial professionals with the CFP®
  • Posted by Jill Schlesinger
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June03

Should You Use a Robo Advisor?

“Robo advisors are going to kill the brokerage business,” carped a financial consultant from one of the big wire houses. That’s an overstatement, but financial professionals and brokers who have mostly been selling investments and not providing financial advice may find that software and algorithms could eventually make them obsolete. The advent of new technology
  • Posted by Jill Schlesinger
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