John Wayne, Public Comments, and The Future of the Fiduciary Rule
After proposing last week to extend the implementation deadline of its fiduciary rule by 60 days, the U.S. Department of Labor has opened a 15-day public comment period for its...
Jarrett L. Davis Distinguished Professor of Financial Planning Technology
Associate Professor of Financial Planning
Director of the Northwestern Mutual Granum Center for Financial Security
Dr. Craig Lemoine, CFP® is the Executive Director of The Center for Financial Security at The American College. He holds the Jarrett L. Davis Distinguished Professorship of Financial Planning Technology and his responsibilities include teaching a number of financial planning and case study courses at the college. Craig serves as the champion and program director of the college’s CFP® and ChFC® programs.
Since starting his career in 1998 after graduating from Texas Tech University. Craig has taken a special interest in the relationship between financial advisers utilizing technology with their clients. He has worked for PIE Technologies as a financial analyst and Lincoln Financial Advisers as a team manager and financial planner. While at Lincoln Craig participated in training insurance agents on utilizing software for estate and retirement purposes, teaching them to look beyond cash flow and into the needs of their clients.
After proposing last week to extend the implementation deadline of its fiduciary rule by 60 days, the U.S. Department of Labor has opened a 15-day public comment period for its...
Dr. Craig Lemoine, CFP®, Associate Professor of Financial Services and Director of The American College Granum Center for Financial Security, takes a moment to reflect, offering...
U.S. Department of Labor's Conflict of Interest Rule is a hot and controversial topic in the financial services profession. Since the rule was finalized in April 2016, its...
Understanding the new U.S. Department of Labor Conflict of Interest Rule requires context. Without context, we may be quick to dismiss this rule as overreaching or reactionary....
With the U.S. Department of Labor’s new Conflict of Interest Rule on retirement investment advice now final, members of the financial services profession must prepare to do...