Keeping Your Retirement Savings Clear of the Government’s Thumb

Published on May 5, 2026

The rationale is that government should be neutral on asset classes. It should not put its thumb on the scale by favoring some investment types over others. Marcia S. Wagner, founder of The Wagner Law Group, framed this clearly in a presentation at the 2026 Financial Planning Association SHIFT Conference.

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Can a Terminated Adviser Invoke the Broker Protocol?

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An advisor who is involuntarily terminated should not assume the Broker Protocol is off the table. The text supports a good-faith argument that a terminated advisor can still qualify as a “departing” advisor who moves from one Broker Protocol signatory firm to another.

Amazon’s Freight Rivals Won’t Just Roll Over

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