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August 11th Events

Announcement of August 11th Events – Celebration of 4th Anniversary of the Institute and Fiduciary Duty and the Investment Advisers Act of 1940 at 75

1211 Avenue of the Americas, Ropes & Gray LLP, New York, NY


Introduction

Washington, D.C. – The Institute is proud to announce two separate events at Ropes & Gray LLP, New York, NY on August 11th. The first, taking place from 4.00-5.30pm, celebrates the 4th anniversary of the Institute. Friends and supporters will join together to highlight the past, present, and future work the Institute has done to further fiduciary principles. The second event will commemorate the Advisers Act of 1940 from 5.30-8.30pm, and will include a panel discussion of nationally recognized experts on fiduciary duty. This discussion focuses solely on whether or not the Advisers Act is still working in today’s environment, 75 years after its creation.

Ropes & Gray Invitation to reception and a distinguished panel discussing Investment Advisers Act of 1940

August11

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."