It’s pretty clear that things are not going to get less confusing for the public, and that the government doesn’t seem to be doing anything about it. The Best Practice Standards make it easy to demonstrate what our firm is all about. We’re just stating publicly that we do things we are already doing. It’s a good step in the direction of creating a true profession of financial advisors."
 
Dan Moisand, managing partner, Moisand Fitzgerald Tamayo