Summary: Yet for those who work in the independent planning channel, it wasn’t entirely surprising to hear President Obama laud low-cost planning pioneer Sheryl Garrett when he threw his support last year behind efforts to impose a government-mandated fiduciary standard on planners who work with retirement accounts.
 Products and strategies come and go, and innovation is growing rapidly. If the DoL tried to get that granular, it would become a constant debate. Without the actual client and their needs and circumstances, it's hard to say what is in their best interest."Sheryl Garrett, Garrett Planning Network |
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