Page 2 - Ron Rhoades News Today

The XY Planning Network cofounder discusses serving younger clients, the trading frenzy in individual stocks and cryptocurrencies, and the future of a fiduciary standard.

What You Need to Know Rhoades is an outspoken advocate of fiduciary standards for investment advice. The move provides a succession plan for Rhoades financial planning clients. His new role will combine financial advising, policy advocacy and content creation. Finance professor and fiduciary law expert Ron Rhoades has joined ARGI Financial Group at its Bowling Green, Kentucky, location as a financial advisor and content specialist with its RIA business, ARGI Investment Services. The Louisville,...

Fiduciary Advocates Urge SEC to Take Best Interest Out of Reg BI A new report from the Institute for the Fiduciary Standard urges the SEC to “rebrand Reg BI as a ‘New Suitability’ standard for broker/dealers” to clarify that brokers’ product recommendations are different from best interest fiduciary advice. As the Securities and Exchange Commission Chair nominee Gary Gensler awaits his Senate confirmation process, critics of the agency’s Regulation Best Interest acknowledged t...