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You are here: Home / Institute Leaders / Myths and Realities of Investor Distrust: Causes and Cures

Myths and Realities of Investor Distrust: Causes and Cures

October 5, 2016 By The Institute

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

Magic Johnson (left) and Knut A. Rostad
Magic Johnson (left) and Knut A. Rostad

Fiduciary Doings

Fiduciary Magic?

Magic Johnson and Knut Rostad share a light moment on fiduciary at the MarketCounsel Summit on December 5.

At the Summit, Rostad presented on the coming of the SEC's Reg BI, and the major impact on RIAs when brokers tell investors "The law requires I meet the best interest standard at all times."

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