EFTA01379104.pdf

From: Financial Advisor Magazine [[email protected]) Sent: 7/10/2019 9:39:38 AM To: Subject: FA News: CFP Board Considers Postponing Enforcement Of Fiduciary Code View in browser July 10, 2019 CFP Board Considers Postponing Enforcement Of Fiduciary Code The new standards could impact thousands of CFPs at broker-dealers and hybrid firms. The 10 Best States For Your Summer Road Trips More than $761 billion is spent on leisure travel every year. Why Clients Should Discuss Their DAF Accounts With Their Successor Advisors About 75 percent of successor advisors were surprised by their responsibilities to donor- advised fund accounts. Schwab Grows Its Commission-Free ETF Lineup Schwab now allows investors to trade 539 ETFs commission free. CONFIDENTIAL - PURSUANT TO FED. R. CRIM. P. 6(e) DB-SDNY-0076414 CONFIDENTIAL SDNY_GM_00222598 EFTA01379104