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Client best interest

Financial Planning Information

Sherman Wealth Management provides you with relevant financial planning information to give you the resources you need to make informed choices. Read through our posts below and contact us to set up a free call for more information on creating a custom financial plan.

March 19, 2018

The Imperfect Fiduciary Rule just got Worse

Last Thursday, the U.S. Court of Appeals for the Fifth Circuit struck down the Department of Labor’s Fiduciary Rule, stating that it was “unreasonable’ that brokers handling investors’ retirement savings should be required to only act in clients’ best interest. Unreasonable for advisors to only act in their clients’ best interests? Let that sink in for […]