Illinois CPA Society INSIGHT publication Spring 2024: The Retirement Security Rule: Only Fiduciaries Need Apply

In this column, Mark J. Gilbert CPA/PFS, President of Reason Financial writes, a new proposed rule seeks to expand the definition of a fiduciary in the context of an investment advisor.  Here’s what financial planners need to know.   A link to the column is found here.

Gilbert has regularly written for the Illinois CPA Society INSIGHT publication since 2010 in the interest of assisting fellow CPAs with an interest in personal financial planning.

Gilbert and Reason Financial Advisors, LLC provide comprehensive financial planning services, including discretionary portfolio management, to middle market and high net worth clients from offices in Naperville and Northfield.