Luis Aguilar, Frankel Prize honoree, praised for defining “What fiduciary means.” Jason Furman, Harvard professor, set out “Why fiduciary matters.”
Main Content
Institute Initiatives
Institute: Does March 30th SEC Staff Opinion Effectively Eliminate The Word “Fiduciary” from Form CRS?
Industry experts say that new “conditions” make it not possible to plausibly and meaningfully tell investors the truth about investment advisors’ fiduciary status
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
The SEC’s Misguided Concept of Fiduciary
Knut and Professor Frankel co-authored this piece in advisor perspectives
Advisor News
Advice-Only Fees Gain Traction as Advisors Opt Out of Managing Client Portfolios
Industry Leaders remark on recent popularity of separating fee-only advising and investment management. Noting the advantages this change can have.
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
