Luis Aguilar, Frankel Prize honoree, praised for defining “What fiduciary means.” Jason Furman, Harvard professor, set out “Why fiduciary matters.”
Main Content
Institute Initiatives
Attorney August Iorio (I) and Law Professor Ben Edwards Spoke on Reg BI
Two years after Regulation Best Interest critics speak out and urge more change addressing conflicts of interest.
Institute and Industry Leaders
Compliance Week: Conviction, moral fortitude define Lifetime Achievement winner Tamar Frankel
Tamar Frankel’s two palpable features, ‘One is a deep well of kindness behind her eyes, the other a formidable air of intelligence.’
“Fee-only Fiduciary Advice is Common Sense” Campaign
A new E-book for investors explains how fiduciary principles are commonsense ideas and why a fiduciary advisor is better for investors. Download the E-book.
Knut’s Views
Polarization and the State of Advice
Dick Wagner (above) wrote for 30 years why the future of advice and planning is bright. That is, if leaders step up to make it so.
Advisor News
Sharp exchanges at hearing illuminate debate on SEC’s oversight of ESG
Congress begins to discuss ESG and whether regulatory action should begin, but there is still contention within the house
John C. Bogle, 1929-2019
What Would Jack Bogle Do? Ask Vanguard’s Clients
Knut writes about Vanguard culture as one of Jack Bogle’s lasting legacies
