Luis Aguilar, (left) Advisor to the Institute, will speak Sept 22 on the panel for The 2022 Frankel Prize honoree, Arthur Laby.
Main Content
Institute Initiatives
New Course Preps Next Gen to Lead to Dick Wagner’s Vision
‘Planning for the Future of Financial Planning’ Course led by Luminary Faculty of Planners and Educators; Yeske, Kahler, Jetton, Levin, Moore, Stearns and Millar
Register by June 5th. First Class June 20th
Institute and Industry Leaders
“Fight on the beaches”
New pamphlet deploys Winston Churchill and Chief Justice Stone to argue for fiduciary duties.
“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 Battle for Fiduciary Standards in Massachusetts
To fight for the Fiduciary Standard in Massachussetts we need accountability in the courts and laws to uphold it
Advisor News
RIA Biz: First Ascent, Geo Wealth Merger is Good for RIAs
Is it being 71? MacKillop, 71, is “rejuvenated”. In 1945 Churchill won WWII when he was 71
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
