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My Financial Advisor Just Became a Fiduciary But I’m Getting Charged More in Fees. Should I Switch? - July 12th, 2023
Garrett Planning Network: Hourly Advice Without a Long-Term Commitment
Even if you need very occasional advice on financial planning (or something similar), you can try the Garrett Planning Network. Enter your ZIP code and you’ll get a list of fee-only fiduciaries near you.
Garrett’s member advisors provide financial planning and investment advice on an hourly, as-needed basis.
Frankel Fiduciary Prize Honors Sheryl Garrett
I have known Sheryl Garrett for almost two decades, and it is an honor to recognize her for outstanding achievement in the field of fiduciary financial advice. As a truly committed fiduciary entrepreneur, Sheryl shines as a guiding light to the industry; a beacon on a hill for others to follow. Sheryl has created an exemplary, groundbreaking organization whose very purpose is to deliver the benefits of true fiduciary advice to every citizen who seeks it. Her career parallels two other groundbreaking fiduciary entrepreneurs: Vanguard’s Jack Bogle and B.U. law professor, Tamar Frankel. Both followed their vision. Both were fierce fiduciary entrepreneurs and leaders. Just as Sheryl Garrett has followed hers.
Sheryl Garrett Attends Presidential Remarks at the White House
Garrett Planning Network (GPN) founder Sheryl Garrett was honored to receive and accept an invitation to the White House. She attended Remarks by President Biden on Protecting Americans’ Retirement Security in the State Dining Room on Tuesday, October 31.
President Biden noted that although most financial advisors give honest, good advice to clients at a fair price, this isn’t always the case. “Some advisors and brokers steer their clients toward certain investments not because it’s the best interest of the client; because it means the best payout for the broker.”
To counter these bad actors, the Department of Labor is proposing a new rule stating all financial advisors giving retirement advice or selling retirement products such as annuities have a “fiduciary duty” to do so in the est interest of the client. “If they breach their fiduciary duty, they could face serious penalties, including having to pay restitution and additional financial penalties. The action we’re taking today is, I believe, long overdue.”
Garrett again battles for DOL rule
Sheryl Garrett, founder of the Garrett Planning Network, got a shout-out from President Obama in 2015 when he introduced a Department of Labor fiduciary rule. Now she’s joining the fight to support the Biden administration’s proposal.
Read article here.
Financial Planners, Join The Network
Become part of a vibrant, supportive, and diverse group of professionals who've come together for the greater good and well-being of their clients and the profession. Let our members, staff, and coaches help you build a thriving, financial planning process with an accessible, time-tested, Fee-Only business model.
About the Garrett Planning Network
Everyone needs competent, objective financial advice from time to time. The Garrett Planning Network has a nationwide membership with hundreds of independent, Fee-Only financial planners providing advice to people from all walks of life, without minimum account requirements, sales commissions, or long-term commitments. Our members proudly embrace their fiduciary duty, always placing their clients' best interests first.