The Fiduciary September 2020 program featured seven programs with seventeen experts, including Tamar Frankel, Luis Aguilar, Phyllis Borzi, and others.
Main Content
Institute Initiatives
‘Reg BI’? Instead, How Does ‘New Suitability’ Sound?
Institute leaders want the SEC to ensure retail investors understand when they are not working with fiduciaries.
Institute and Industry Leaders
Optimism Has Guided 82-Year-Old Advisor Through Career Changes and Cancer Treatment – Rethinking 65
Don Rembert, member of the Institute Chairman’s Council, found his passion as a fee-only fiduciary advisor 40 years ago after seeing small business owners struggle.
“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
What if …. We Tell Investors the Truth?
Rather than championing the mantra of “investor confusion,” the SEC should do as CFA Institute did: Tell investors the truth on how brokers and advisers differ.
Advisor News
What Is a Fiduciary Financial Advisor?
Why do so many consumers stumble when asked how brokers and fiduciary advisers differ but can recite blindfolded how a butcher and dietitian differ? Clue: It’s not “investor confusion.”
John C. Bogle, 1929-2019
Webinar Virtual Discussion on the Legacy of Jack Bogle
Personal finance columnist Jane Bryant Quinn: ‘How Jack converted me and changed my life.’
