Articles tagged "Sheryl Garrett"
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Sheryl Garrett, a financial planning pioneer, sells her planning network, after tragedy and soul-searching; members buying her out will preserve her legacy and open firm to managers
Members are broadening the business model, with her blessing; Garrett will attend annual conferences and focus on raising fruits and vegetables on her Arkansas farm
June 21, 2024 at 3:46 AM
Why Wall Street's DOL killer threat -- that 'millions' of IRA investors will go unadvised under new rules -- is hogwash
Investors already have options and Wall Street's withdrawal, already in progress, can only improve investor outcomes
June 8, 2015 at 10:29 PM
How Sheryl Garrett got a hush-hush invitation from President Obama and how she pierced the fog about putting clients first
The Arkansas RIA booked a flight to DC with no explanation to colleagues
February 25, 2015 at 8:37 PM
TD Ameritrade pulls off amazing Summit in DC that reveals rot to the core of SEC, FINRA and ERISA system
A consumer panel sobered the crowd off the bat with war stories and then Ron Rhoades, Mercer Bullard, David Tittsworth, Sheryl Garrett, Tom Nally, Marilyn Mohrman-Gillis and others pulled no punches
September 18, 2014 at 5:54 PM
Ron Rhoades, a lawyer, asks: Has Sheryl Garrett invented an RIA future of attorney-like comp?
Members of the Garrett network find pitfalls using flat fees and hourly fees (people want to kill lawyers, remember?) but a template for a fiduciary future may be taking shape
August 1, 2013 at 5:27 PM
Private equity strikes again, this time quietly buying control of fi360 for $11.5 million
Bluff Point Associates principals liked the recurring revenues and bright growth prospects
April 10, 2012 at 5:41 AM
A crucial question for HNW clients: What is money for - and what should advisors do in response to the answer?
A Lindner Capital Advisors symposium recently answered some sticky questions with help from Meir Statman and others.
October 27, 2011 at 3:37 AM
Influential fiduciaries endorse bootstrapping advisory-industry SRO
Maria Elena Lagomasino and Harold Evensky among those giving nod to Mississippi law students
