Welcome to Voyant’s article roundup, where we curate some of the best stories we didn’t write.
The Wall Street Journal explores LetsMakeAPlan.org, the Certified Financial Planner Board of Standards Inc.’s financial adviser directory. Turns out the site, which focuses on advisers in the US, doesn’t make public if advisers have faced a melange of issues, from consumer grievances to criminal charges.
Abraham Okusanya breaks down why fees throw the typical safe rate of withdrawal out the window.
Michael Kitces argues that it does. Specifically because RIAs will now have to set themselves apart rather than just stating we’re the only ones who have your best interest at heart.
