August 27, 2017

The New York Times published a politically-charged, fear-mongering article on the DOL’s Fiduciary Rule last week that I would normally ignore, except to my embarrassment associations that should be neutral when it comes to these clickbait articles chose to endorse it o...

August 27, 2017

I’m too often today embarrassed by the state of personal financial advisory associations and occasionally feel the need to say something about the politics of associations and the lack of leadership of those who stray from their mission to advance alternative agendas.

T...

July 30, 2017

This is a third follow-up to an article I questioned author Bob Clark’s claim that regulation on advisors is not a “political issue” and provided a lengthy response on all of the political positions and statements that I saw in his writing.

There were a few select ideas...

July 30, 2017

This is a second follow-up to an article I questioned the author Bob Clark’s claim that regulation on advisors is not a “political issue” and provided a lengthy response on all of the political positions and statements that I saw in his writing. His response is posted...

July 29, 2017

The following is a response I posted in response to the following ThinkAdvisor article by Bob Clark. Bob is someone I typically enjoy reading and learn from his articles.

Bob labels himself as a conservative, though makes the case that the Fiduciary Rule is not what he...

July 6, 2017

Hi. I'm a fee-only financial advisor and a fiduciary to my clients. 

However you came across this, if you are investigating whether or not to contribute to a state-run retirement account, do your research.  

  • Consider if you should opt-out.

  • If you need a com...

June 30, 2017

OK, I'm not sure if this is a decent way to approach a comment letter or not, and it may not be what they are looking for in terms of topics, but, it's a chance to add to the conversation! For a much more detailed comment letter see this fantastic letter to the SE...

June 28, 2017

I wanted to share with clients and the public my thoughts regarding CFP Board’s proposed changes to Standards of Professional Conduct, and specifically the expansion of the role of a CFP® professional as a fiduciary when providing financial advice.

I am a one of the wor...

June 27, 2017

New York – June 27, 2017 – Robert Schmansky, CFP® was named on the INVESTOPEDIA 100 list of influential financial advisors.  Investopedia, the premier online source of trusted financial information and services, today announced the inaugural INVESTOPEDIA 100, a ranking...

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July 17, 2019

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