On September September 29, 2016 Knut Rostad, President & Founder of the Institute for the Fiduciary Standard was joined by Ron Carson, Founder & CEO of Carson Wealth, Rebecca Fender, Head of the Future of Finance Initiative at the CFA Institute, and Brie P. Williams, Vice President & Head of Practice Management at State Street Global Advisors for a special webinar sponsored by Wealth Management.com.

The webinar featured:

  • Research on investor sentiments on finance, financial advisors and robos;
  • Analysis of the opportunities and threats these sentiments create;
  • The special sore spot of many investors: opaque fees and expenses;
  • Concrete practices advisors can adopt to turn the tables on investor skepticism and distrust.

View the presentations of each speaker below:

Ron Carson Presentation

Rebecca Fender Presentation

Brie Williams Presentation