Dan Goldie tells how his NY Times bestselling book has changed his practice, and how his co-author affected his life
The ex-tennis pro now has windfall prospects but still structures his RIA firm so he can spend all his time with clients
Elmer Rich III
Here’s are question with all popular business books — where is the independent, peer-reviewed, scientific evidence that any of the recommendations, ideas and tips will work for any one else?
If we all all embracing fiduciary standards wouldn’t:
- Any advice need to have a sound evidence/fact/data basis — like medical or legal advice?
- Any material benefits and interests need to be fully disclosed?
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RIA recap: Bernie Clark promises to 'be there' for coming TDA-Schwab system snafus; Fidelity gets custody win; Vanguard dishes out big tax bill to investors
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November 3, 2022 at 1:59 AM
Buckingham Strategic Partners
TAMP, Asset Manager for RIAs
Top Executive: Alex Potts
