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Jul 23, 2021
Fiduciary Fake News #291-The New York Times Gets Fiduciary Entirely Wrong
The New York Times published a politically-charged, fear-mongering article on the DOL’s Fiduciary Rule last week that I would normally...
Jul 23, 2021
Fiduciary Facepalm #425: NAPFA Plays Politics (Again)
I’m too often today embarrassed by the state of personal financial advisory associations and occasionally feel the need to say something...
Jul 23, 2021
Fiduciary Falsehood #827: Government Can Give Everyone A Personal Chef At a Low Cost (By Removing Gr
This is a third follow-up to an article I questioned author Bob Clark’s claim that regulation on advisors is not a “political issue” and...
Jul 23, 2021
Fiduciary Fallacy #172–Financial Advisors Are Personal Chefs, Not Doctors (Even The Brightest Of Us)
This is a second follow-up to an article I questioned the author Bob Clark’s claim that regulation on advisors is not a “political issue”...
Jul 23, 2021
Fiduciary Fairytale #288: Fiduciary Isn't Politicizing Personal Financial Advice
The following is a response I posted in response to the following ThinkAdvisor article by Bob Clark. Bob is someone I typically enjoy...
Jul 23, 2021
Before you sign-up for OregonSaves...
Hi. I'm a fee-only financial advisor and a fiduciary to my clients. However you came across this, if you are investigating whether or not...
Jul 23, 2021
My Comments to DOL Re: Fiduciary Rule
OK, I'm not sure if this is a decent way to approach a comment letter or not, and it may not be what they are looking for in terms of...
Jul 23, 2021
My Comments on Proposed Increased CFP Board Professional Conduct Standards (Re: Fiduciary)
I wanted to share with clients and the public my thoughts regarding CFP Board’s proposed changes to Standards of Professional Conduct,...
Jul 23, 2021
Robert Schmansky, CFP® Named on INVESTOPEDIA 100 List of Top Influential Financial Advisors
New York – June 27, 2017 – Robert Schmansky, CFP® was named on the INVESTOPEDIA 100 list of influential financial advisors. ...
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