Luis Aguilar, Frankel Prize honoree, praised for defining “What fiduciary means.” Jason Furman, Harvard professor, set out “Why fiduciary matters.”
Main Content
Institute Initiatives
“Investor Confusion” Over How Advisers Differ from Brokers Stymies Regulatory Disclosure, Experts Say
Since the 2008 SEC RAND Report, “investor confusion” has been the central story. The Institute argues that bad language, instead, is to blame.
Institute and Industry Leaders
Barbara Roper Gets Key SEC Post
SEC Chairman Gary Gensler has appointed Barbara Roper, Director of Investor Protection at CFA, as his senior advisor.
“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
Investor Trust in 2021 – No Longer Hitched to Wall Street?
Knut offers a new paradigm for financial advisors to regain investor trust in 2021.
Advisor News
Say Goodbye to the 1% Investment-Adviser Fee?
Innovative fee models are challenging the 1% assets-under-management fee that has traditionally dominated the investment advisory world.
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.’
