The Institute for the Fiduciary Standard

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Building a fiduciary culture of honesty, integrity, and expertise.

Panel Discussion on The Legacy of John C. Bogle

Please Join

 Alan Blinder, Princeton University
Clifford Asness, AQR Capital Management
James Grant, Grant’s Interest Rate Observer
Richard Sylla, New York University
Knut A. Rostad, Institute for the Fiduciary Standard      

 

For a Panel Discussion on

The Legacy of John C. Bogle

 

 This panel is presented in conjunction
with the publication by Wiley of:

 

The Man in the Arena

Vanguard Founder John C. Bogle
And His Lifelong Battle to Serve Investors First
Edited by Knut A. Rostad

 

 (NOTE: Jack will be in attendance and
will offer comments as appropriate.) 

Register here

 

The John C. Bogle Legacy Panel Discussion is a program of the Institute for the Fiduciary Standard and co-sponsored by Envestnet. For the more information contact Knut A. Rostad at info@thefiduciaryinstitute.org.

 

Dan Moisand

 

Dan Moisand is a nationally recognized fiduciary fee-only financial planner, an Institute Real Fiduciary™ Advisor and Chair-elect of the CFP Board.

The Institute has enshrined the ‘Moisand Rule’ on fiduciary practices. It is basic and is more important today than ever: “You have to avoid conflicts. If I avoid a conflict, I don’t worry about it.”

Watch the video of Moisand speaking here.

Bob Veres

 

Bob Veres is a long term observer of financial planning. His Newsletter, “Inside information” Is a staple of leading planners. In the May edition he writes about fiduciary and the Institute.

"But a much bigger point is that the fiduciary standard—as Knut Rostad of the Institute for the Fiduciary Standard has pointed out—has been determined by the Supreme Court (1963 ruling) to be at the very heart of the Investment Advisers Act of 1940. It is the foundation of what it means to be an RIA registered with the SEC instead of a tipster or a tout."

- Bob Veres, Parting Thoughts ... The SEC's Own Compliance Culture