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George Kinder's Call for a New Fiduciary Standard

PRACTICE MANAGEMENT LETTER
 
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Wealth Management Practice Managment

AUGUST 1, 2024

Top Stories

Q&A: George Kinder on His Call for a New Fiduciary Standard

Diana Britton

In his new book, the ‘father of life planning’ advocates for a broader fiduciary duty, one that extends to all institutions. Here’s how advisors play into that grand vision.

FULL ARTICLE

REGULATION AND COMPLIANCE

Texas Court Stays DOL Fiduciary Rule

Patrick Donachie

The court agreed that the Biden-era version of the fiduciary was structurally similar to the Obama-era rule. However, consumer advocates argue that plaintiffs are “forum-shopping” for sympathetic courts.

FULL ARTICLE

The Diamond Podcast for Financial Advisors

Democratizing Alternative Investments with CAIS' Matt Brown

Louis Diamond

CAIS founder Matt Brown details how the firm uses technology to make alternative investments more accessible to the masses.

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Commentary

The Inclusion Trifecta: DEI, Safety and ERGs as Catalysts for Change

Lazetta Rainey Braxton

How politics is shaping the future of corporate inclusion.

FULL ARTICLE

The Non-Compete Revolution Begins

Steven Clark

RIAs are especially vulnerable to the potential changes stemming from the FTC’s rule.

FULL ARTICLE

When the PE Tempo Slows, Will RIA Sellers Miss a Beat? Not Necessarily.

Jeff Nash

Firms that have developed a structure to spur organic growth, not just through acquisitions, are the most likely to retain or boost their value.

FULL ARTICLE

How Data Science Helps Drive Organic Growth in Wealth Management

Laura Kimble

The use of AI can assist firms to better understand client behaviors, identify high-value opportunities and optimize their outreach efforts.

FULL ARTICLE

Five Ways to Help Business Owners Presale

Dr. Guy Baker

Getting clients financially and psychologically ready to exit.

FULL ARTICLE

Three Ways Advisors Can Use the ‘Summer Slowdown’ to Get Ahead

Mary Mock

The summer months provide the opportunity to strategically recharge, absorb and plan for the remainder of the year.

FULL ARTICLE
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