blog financial-advisor-client-certainty-realistic-goals-direction-setting 
Barry Ritholtz
NOVEMBER 15, 2022
?. The transcript from this week’s, MiB: Dave Nadig, Financial Futurist at VettaFi , is below. I know Dave for a long time, and we kind of fell in love with each other’s books, music, film, and financial history when we first met 100 years ago. DAVE NADIG, FINANCIAL FUTURIST, VETTAFI: I mean, mostly I got coffee at the beginning.
CFO News Room
DECEMBER 19, 2022
But a lawsuit to block the rule ultimately led to it (and the associated Title Protection for “financial planner”) being vacated… by the FPA. Except in practice, there are many important functions that broker-dealers fulfill that truly are not fiduciary or advice-oriented, such that a uniform standard just isn’t feasible.
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