Money Matters Episode 252 - Fiduciary Standard Regulations and Succession Planning w/ Bill McCance episode artwork

EPISODE · Dec 9, 2019 · 30 MIN

Money Matters Episode 252 - Fiduciary Standard Regulations and Succession Planning w/ Bill McCance

from MONEY MATTERS with Christopher Hensley · host Christopher Hensley

50 Fiduciary Standards for 50 States? How a lack of uniform regulation could ultimately increase costs for clients. We were joined today by Bill McCance, Chairman and President of TAG Group, Inc. - a diversified financial services company owning a broker dealer, a Registered Investment Advisor and an insurance GA.   More about Houston Money Week visit:  www.Houstonmoneyweek.org  http://www.cheatsheet.com/personal-finance/how-schools-can-improve-their-personal-finance-education.html/  Financial Advisor Magazine Articles:  http://www.fa-mag.com/news/advisors-stay-the-course-amid-monday-s-market-drop-22864.html?section=3   http://www.fa-mag.com/news/on-it-s-80th-anniversaryadvisors-consider-social-security-s-impactfuture-22784.html?section=3  You can listen live by going to www.kpft.org and clicking on the HD3 tab.  You can also listen to this episode and others by podcast at:  http://directory.libsyn.com/shows/view/id/moneymatters  or  www.moneymatterspodcast.com  #KPFTHOUSTON  #HoustonMoneyWK 

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Money Matters Episode 252 - Fiduciary Standard Regulations and Succession Planning w/ Bill McCance

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