Thanks so much for attending my presentations for FPA Central Ohio 2016 Symposium!
Further Reading Materials:
- The Salience of Financial Planning Fees - It's Not Just About How Much You Charge, But How You Charge
- Price Saliency, Value Saliency, and Getting Paid For Shadow Work
- What Returns Are Safe Withdrawal Rates REALLY Based Upon?
- March 2012 Issue of The Kitces Report on "Expanding the Framework of Safe Withdrawal Rates"
- Advisor’s Guide To DoL Fiduciary And The New Best Interests Contract (BIC) Requirement
- Should Advisors Ditch Their Broker-Dealers In Light Of DoL Fiduciary?
- Why The DoL Fiduciary Rule Won’t Kill Annuities, It Will Make Them Stronger!