Part of the “After the Advisers Act” initiative that The Institute has launched is the creation of new tools to help investors “Find a Fiduciary.” These tools can be used by fee-only, fiduciary advisory firms, and advisor advocacy groups, to promote why it is vital that investors choose to work with a fiduciary.
An E-book released on August 12th lays out the plain language, commonsense case for why choosing a fee-only, fiduciary advisor is better for investors. Read the full E-book here.
Code of Ethics
The Code of Ethics is designed to help investors screen for fiduciary, fee only advisors. Investors should require a prospective advisor to sign it.
The following are three images which can be used as ads, as well as a short E-book explaining the benefits to investors of working with a fee-only fiduciary advisor.