FINANCIAL PLANNING COALITION STATEMENT ON PRESIDENT TRUMP’S DIRECTIVE TO STOP DOL FIDUCIARY RULE

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Washington, D.C. – The Financial Planning Coalition – comprising Certified Financial Planner Board of Standards, Inc. (CFP Board), the Financial Planning Association® (FPA®) and the National Association of Personal Financial Advisors (NAPFA) – issued the following statement on President Trump’s presidential memorandum that would halt the implementation of the U.S. Department of Labor (DOL) Fiduciary Rule: “The Financial Planning Coalition strongly opposes the action taken today by President Trump to halt the Department of Labor’s Final Fiduciary Rule that will protect millions of Americans saving for retirement. With just two months to go before its implementation date, the President has effectively given the green light to maintain the status quo of conflicted financial advice. By issuing this memorandum, the President is directing the Department of Labor to produce an outcome that will likely lead to either a complete gutting of this thoroughly vetted consumer protection or lead to its outright demise. Either...

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Press Release: Bethany Wagner Promoted to Operations Specialist

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Level Financial Advisors has named Bethany Wagner as its Operations Specialist effective January 1, 2017. Ms. Wagner joined the firm in 2013 as a part-time associate and was promoted to Administrative Assistant the following year. In her new role she will oversee the firm’s information technology platforms, manage client quarterly reporting systems and coordinate the firm’s formal review process for client meetings. She will also work on key training projects and assist the firm’s Client Service Supervisor with daily activities. Ms. Wagner graduated in 2009 from Buffalo State College with a bachelor’s degree in psychology. Level manages $312 million in assets for over 500 households and is based in Amherst, NY. The firm has been in business since 1980 and recently changed its name from Schroeder, Braxton and Vogt, Inc. as part of its rebranding efforts. ...

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