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Ron A. Rhoades Wins 2020 Frankel Fiduciary Prize

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Washington, DC – The Institute for the Fiduciary Standard today announced that the 2020 Frankel Fiduciary Prize honoree is Ron A. Rhoades, JD, CFP®, Associate Professor of Finance and the Director of the Personal Financial Planning Program at Western Kentucky University. Professor Rhoades is one of the most prolific authors of papers and comment letters on fiduciary duties for investment advisors and broker-dealers in this century. Over more than 30 years he has served on innumerable industry boards, commissions, and task forces to further fiduciary understanding.

Download and read the full announcement here.

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.

 

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.