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
Bob Veres Review: IA Magazine “Luminaries”: Potential advertisers or “luminaries”?
Veres won’t review the 93 firms or 105 individual “finalists” on IA’s list. He DOES list those not nominated, including “Joel Bruckenstein, Angie Herbers, Knut Rostad, Stephanie Bogan”, (and many others)
“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 We Learned in Fiduciary September
Knut discusses emergent themes in 2022’s Fiduciary September, which emphasizes state and private sector leadership amid SEC failure.
Advisor News
No fee model is perfect: RIA Summit 2022
It is important for people to understand that different fee models may benefit certain people more, thus advisors must explain what services are being provided
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
