The Institute holds regular meetings for its Real FiduciaryTM Advisor members, to discuss prominent fiduciary issues and industry developments. Normally, meetings are not recorded – but because this year-end call was held during the holiday season, we wanted to ensure all our member firms could listen to the recording on their own time if they were unable to join us live.
The 2022 Real FiduciaryTM Advisor Year-End Meeting featured several prominent fiduciary experts who weighed in on what 2022 meant for “fiduciary” as well as what 2023 held in store. Among these experts were:
- Ron Rhoades, JD, CFP®, Associate Professor of Finance and Director of the Personal Financial Planning Program at Western Kentucky University
- Phyllis Borzi, JD, Former U.S. Assistant Secretary of Labor for the EBSA, 2009 – 2017
- Eileen Stevens, CFP®, Associate Wealth Advisor at RegentAtlantic
- James Tierney, JD, Assistant Professor of Law at the Nebraska College of Law
Listen to the full recording of the call below!