The Universal Advisor Performance Standards’ Advisory Board held its first meeting at the end of June. And while much of the session was devoted to becoming acquainted and discussing the group’s role, preliminary comments were made regarding the draft white paper, which can be found at the official UAPS website.

Two weekends ago saw yet more commentary in the press, this time in the Jason Zweig’s “Intelligent Investor” column in The Wall Street Journal. Several other publications have also referenced these new standards, including USA Today and Forbes.

If you haven’t yet read the white paper, please do. And if you’d like to share your thoughts, please feel free to drop me an email.

We are excited by the attention UAPS has received. Our advisory board consists of an impressive group of individuals, from a cross section of industry segments, who all agree that these standards are needed. We will strive to keep the public informed of our progress.