Scholarly Financial Planner

This is an archive of a blog providing financial planning and investment education for both consumers and advisors, and exploring the fiduciary duties of those providing personalized investment and financial advice. The new blog can be found at www.ronrhoades.com. Thank you.

Saturday, December 17, 2016

Discrimination vs. "Religious Liberty": How Should We Respond?

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In recent years I have been taken aback by the rise of discrimination in this country - whether it be against those of a particular race, or...
Thursday, December 1, 2016

Are FSI and SIFMA's, the Broker-Dealer Lobbying Organizations, Trying to "Stick Up For" Small Investors, or "Stick It to Them"?

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I've heard FSI's and SIFMA's arguments that small clients can't be served by advisors under a fee-based system, cost-effecti...
Friday, November 11, 2016

The Fiduciary Standard Likely Stalls in D.C., But New Directions Are Possible

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The Fiduciary Movement Stalls in D.C. The election of President-elect Trump has shifted the landscape for regulatory initiatives over t...
Wednesday, November 9, 2016

The Future of Fiduciary, Post-Election

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There is no doubt that the results of the U.S. Presidential and Congressional elections will result in a significant impact upon the applica...
Saturday, April 30, 2016

DOL Fiduciary Rule: What "Best Interests" Means, Impacts on Financial Services

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Introduction. Congress will not stall the DOL Rule in 2016. What occurs in 2017 may well be determined by the upcoming Presidential elect...
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