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July 28, 2021 4:50 PM From Moisand’s perspective, however, a new administration means change, which presents innate challenges for CFPs and their clients. “I ve been doing this for 30 years and the very first thing [advisors] are concerned about is how things are going to affect their clients,” he says. “I think the No. 1 concern whenever Congress and the lawmakers put [out] new things is, how do we adapt to those new circumstances. President Biden ran on a platform, and like everybody else before him, he ll get some of this stuff through . and it matters from client to client what particularly comes to fruition.”

United statesDan moisandMoisand fitzgerald tamayoKnut rostadDouglas kingDaniel moisandStandards enforcement committeeInstitute for the fiduciary standardStandards enforcementFiduciary standardMerrill lynch ruleChairman genslerFitzgerald tamayoReal fiduciary practices advisor registryKamila elliottஒன்றுபட்டது மாநிலங்களில்