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Ed Gjertsen IIEd 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.

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“I can tell you since being involved as I have in the last 6 years… FPA has really become a known entity on Capitol Hill. There’s a lot going on that may not be necessarily visible to members but we are advocating on behalf of our members day in and day out.”

 

Mack Investment Securities, Inc.

Financial Planning Coalition

Financial Planning Association

The National Association of Personal Financial Advisors

3rd Annual FPA Advocacy Day

U.S. Securities and Exchange Commission

DOL – Employee Retirement Income Security Act (ERISA)