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

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 ldufour@tillerllc.com.

 

Fiduciary Doings

Tamar Frankel and Phyllis Borzi

 

The Institute organized a meeting to discuss common interests on Reg BI, the states and advocacy on January 16 in Washington. 22 leaders from nine advisor and consumer advocacy organizations attended.

Here, Phyllis Borzi (left) and Tamar Frankel, Institute Board of Advisor members, are seen readying to depart an Institute dinner, the evening before, where they led discussions.

 

Clark Blackman (left) and Chris Cannon, Real Fiduciary Practices Board members

 

Fiduciary Institute colors fly at CFA Institute conference. Clark Blackman (left) and Chris Cannon, Real Fiduciary Practices Board members, wear their 'Fiduciaries Rock' hats at the CFA event in Fort Lauderdale.