GAINPLAN

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Welcome to our blog.

We live to shake up the industry. Here’s what we’re thinking.

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  • August 14, 2018

    Fiduciary Standard

    The Department of Labor’s fiduciary rule was struck down earlier this year and the industry faces potential fiduciary standards from the Security and Exchange Commission. In the midst of this turmoil, financial firms continue to abuse their clients. Roughly one week after the U.S. Fifth Circuit Court of Appeals affirmed the March 15th decision to vacate the DOL rule, Morgan Stanley agreed to pay $3.6 million in fines related to brokers’ misappropriation of client funds. Read More

    Author: Thad Schlaud

    Topics: News, Gainplan Facts, Industry Ideas

  • May 31, 2018

    Did You Know? Part V

    We are back again with the fifth installment of the “Did You Know?” blog series, sharing unique facts about Gainplan. Hopefully some of these will come as a surprise to you as you are reading along! Read More

    Author: Chad Wotton

    Topics: Gainplan Facts

  • May 08, 2018

    Meet the Team: Jeff Ivory

    Learn more about our founder and CEO and what makes him tick. Hint: He is striving to change the financial industry for the better. Read More

    Author: Patrick Nalepa

    Topics: Gainplan Facts

  • May 03, 2018

    Did You Know? Part IV

    In this fourth installment of our “Did You Know Blog?” series, you will get to know a little bit more about each team member. Pay close attention, there may be a quiz at the end! Read More

    Author: Patrick Nalepa

    Topics: Gainplan Facts

  • May 01, 2018

    Examining an Early Retirement Offer

    If you are offered an early retirement package from your employer, numbers should not be the only factor in your decision to accept or decline. A detailed assessment with your financial professional will be vital to determining the optimal course of action. Read More

    Author: Nicole Standen

    Topics: Family, Life's Little Surprises, Gainplan Facts, Industry Ideas

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