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The Institute for the Fiduciary Standard

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You are here: Home / 2020 Frankel Fiduciary Prize

2020 Frankel Fiduciary Prize

Awarded to Ron A. Rhoades

Ron Rhoades

About the Frankel Fiduciary Prize

The Institute for the Fiduciary Standard established the Frankel Fiduciary Prize to honor individuals who advance fiduciary principles. The Frankel Fiduciary Prize will be awarded annually to a person who has made significant contributions to the preservation and advancement of fiduciary principles in public life. The prize is named after Professor Tamar Frankel of the Boston University School of Law.  You can learn more about Professor Frankel’s research on fiduciary law here.

The announcement of Ron Rhoades as the 2020 Prize Recipient occurred on August 28, 2020 via a press release, viewable here.

Remarks, also featured in Advisor Perspectives, were delivered by Ron Rhoades upon receiving the Frankel Fiduciary Prize on September 29, 2020. Bob Veres acclaimed these remarks, writing:

“By far the most important Advisor Perspectives article in the first half of October is the text of Ron Rhoades’ acceptance speech after winning the Frankel Fiduciary Prize. He lays out the failings of Reg BI and the proposed DOL rules, which invalidate actual centuries of legal and professional insights into the fiduciary standard—and goes on to talk about the difference between disclosing and avoiding conflicts, and a better regulatory structure for the planning profession.”

News

  • September 2, 2020 – WKU Finance professor honored with 2020 Frankel Fiduciary Prize
  • September 28, 2020 – Ron Rhoades Minces No Words
  • September 29, 2020 – Ron Rhoades Honored For Work As Fiduciary Advocate
  • September 30, 2020 – Forget the F-word — RIAs play down fiduciary standard online
  • September 30, 2020 – Advocates Weigh Fiduciary Advice’s Future Post-Election

Award Program

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.

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."

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