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Aguilar, Borzi, Bogle to Help Launch Campaign for Investors May 24

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Media Advisory / May 11, 2016

Campaign to Assist Investors Screen Advisors who Best Fit Their Needs

The DOL Rule has emerged as a central issue this year. While what this rule means will unfold over the next months and years, advisors and investors can align around a strong fiduciary standard in 2016.

On May 24, 2016, the Institute for the Fiduciary Standard will launch its Campaign for Investors at the National Constitution Center in Philadelphia. The Campaign for Investors will provide tools and resources to educate investors on their rights, as well as provide advisors with the guidance they need to best meet their client’s interests and remain essential in an increasingly competitive industry.

Vanguard Founder John C. Bogle, Assistant DOL Secretary, Phyllis Borzi and former SEC Commissioner Luis Aguilar will speak. Aguilar will receive the first John C. Bogle Award.

Knut Rostad, president and founder of the Institute, will unveil the Campaign website and introduce its Investor Bill of Rights. Although unable to attend the event, personal finance advocate Jane Bryant Quinn will serve as the national spokesperson of the Campaign.  The program will begin at 9AM ET and finish at 12:30PM ET with an informal lunch following.

The event will also feature two panels, “The DOL Rule: What it Means for Investors” and “What Great Advice Means.”  Panelists will include Personal Capital founder and CEO Bill Harris, financial planner and fiduciary law expert Dr.  Ron Rhoades, and Skip Schweiss, who  is responsible for TD Ameritrade’s Institutional Retirement Plan Services platform,  among other industry experts.  A full agenda is here.

We would welcome your attendance at the event. A livestream will be made available on the Institute’s YouTube page. Knut Rostad will be in New York for media interviews on May 25.

If you are interested in attending the event, would like a link to the livestream, or would like to schedule an interview for May 25th, kindly call Lucie DuFour at (212 358-8515, ext 7) or respond to Lucie at [email protected]

 

Allan Slider

 

Allan Slider, founder of FeeOnlyNetwork.com and a good friend of the Institute is interviewed by Kevin Price, Host of the Price of Business Show.

Slider explains in this interview why only 2% of financial advisors—those that are “fee-only”—can offer unbiased financial advice, free from the conflicts of commission, and are held to the highest standard of fiduciary care.

Carolyn McClanahan

 

"With the advent of 401(k)s and the decimation of pension plans to ensure financial security in old age, a fiduciary standard is more important than ever. The public needs to be confidant that advisors helping them plan for their retirement years always and only act in their best interest as a fiduciary. I'm happy to endorse organizations such as the Institute for the Fiduciary Standard that promote protections for those who need to secure their financial future."

- Carolyn McClanahan, Founder of Life Planning Partners