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Fiduciary September Interviews: JC de Swaan and George Kinder

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Knut Rostad, President of the Institute for the Fiduciary Standard, had the opportunity to interview two special people as part of Fiduciary September 2020.

The first interview took place on September 30, 2020 with Jean-Christophe (JC) de Swaan. JC is a lecturer at Princeton University, Partner at Cornwall Capital, and (most pertinent to this interview) author of “Seeking Virtue in Finance: Contributing to Society in a Conflicting Industry.” Knut and JC discuss JC’s new book and [text]

The second interview took place on October 8, 2020 with George Kinder. George is widely recognized as the father of financial Life Planning and is the founder of The Kinder Institute. Knut and George discuss [text]

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."