Luke Dean

Luke Dean
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Financial planning profession making great strides to develop diversity
NEWS OPINION AUG 12, 2020
Financial planning profession making great strides to develop diversity

While the industry's efforts are admirable, there is still more that firms can do

Let brokers be brokers: A response to the lawsuit against the DOL fiduciary rule
NEWS OPINION JUN 30, 2016
Let brokers be brokers: A response to the lawsuit against the DOL fiduciary rule

The original industry regulations from 1934 and 1940 were perfect — just not perfectly enforced.

Financial planning programs need champions
NEWS OPINION SEP 28, 2014
Financial planning programs need champions

Bringing awareness of the financial planning profession to college campuses requires a combination of ingredients