Ed Gjertsen II joins us for an in-depth look at the new fiduciary rule and provides crucial insight the upcoming changes to our profession.
Ed Gjertsen II joins us for an in-depth look at the new fiduciary rule and provides crucial insight the upcoming changes to our profession. Ed is currently the Chairman of Financial Planning Association and has been working on the fiduciary ruling both from his time being on the national Financial Planning Association board and serving in their leadership role. He has been on the ground floor of these legislative changes as a champion for planners and clients alike.
Mack Investment Securities, Inc.
Financial Planning Association
The National Association of Personal Financial Advisors