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Myths and Realities of Investor Distrust: Causes and Cures

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

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 lead 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.