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Rules, regulation, fee compression: Lightning Round with 2019 FPA President Evelyn Zohlen

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Reg BI is looming. The CFP Board’s new Code of Ethics is officially in motion. State regulators have their own requirements.

Whatever the expectations, financial advisors need to be ready. Evelyn Zohlen, 2019 president of the Financial Planning Association and a former intelligence officer in the U.S. Air Force, explains how today’s regulatory environment makes transparency a challenge and discusses which advisors may face fee compression as price wars escalate across the industry.

Zohlen is a CFP and founder of the fee-only wealth management practice, Inspired Financial, in Southern California.