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Myths and Realities of Investor Distrust: Causes and Cures

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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

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