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
“Fight on the beaches”
New pamphlet deploys Winston Churchill and Chief Justice Stone to argue for fiduciary duties.
Institute and Industry Leaders
Richard Wagner: “The Philosopher King” Of financial planning, says Neal Solomon
Since his 1990 essay, “To Think Like a CFP”, until his passing in 2017, Wagner led the movement for financial planning’s future. Chapter six of Financial Planning 3.0 is reproduced here.
“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
Will You be My Fiduciary?
On this Valentine’s Day, let’s reflect on the necessity of trustworthy relationships!
Advisor News
Sara Grillo Challenges the Industry to be Transparent
In this podcast Sara drills down on what transparency means for advisors and their clients.
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
