Panels on September 9, 19, 23, 29, and October 2
Announcements
- Fiduciary September 2025 Program Announcement See dates / times and Zoom links here.
Program Videos
- Sept 9 Panel Video – “RIA Succession Planning: 100% or Majority Employee-owned”
- Sept 19 Panel Video – “PE and Alt Assets in a 401(k)? Good for retail investors?”
- Sept 23 Panel Video – “The Transparency Movement: the importance of fixed, flat, hourly fees and advice only”
- Sept 29 Panel Video – “BDs v IAs and Conflicts”
- Oct 2 Panel Video – “Is Bipartisan Retirement Policy at the DOL possible?”
- InvestmentNews talks fiduciary standard with Knut Rostad
