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BAM Intelligence

Why Obama’s Fiduciary Standard Proposal Doesn’t Go Far Enough

The investment topic I would most like to see as an issue in the next presidential election involves the more widespread application of the fiduciary standard. I would love to see everyone who dispenses financial-planning and investment-management advice be held to it. Note, I said everyone. Not, as President Obama currently is proposing, just advisers who work with retirement assets. I think this standard should apply to advice on any assets, tax advantaged and taxable.

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The opinions expressed by featured authors are their own and may not accurately reflect those of the BAM ALLIANCE. This article is for general information only and is not intended to serve as specific financial, accounting or tax advice.

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As the Director of Wealth Strategies for Women at Buckingham and the BAM ALLIANCE, Manisha is an ardent advocate of financial literacy for women. She is passionate about providing the financial wisdom that women and families need to redefine their relationship with money, helping them create lives aligned with their values and goals through a program of integrated, holistic financial life planning and evidence-based investment management.

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