An historic realignment of fiduciary advice has snuffed out 40 Act principles. The realignment reveals a path of destruction – to the law, language and logic.
Human Capital: Ron Rhoades Unpacks Reg BI Unknowns
In this episode, the fiduciary advocate says he still has lots of questions on the SEC’s best-interest rules.
Forget the F-word — RIAs play down fiduciary standard online
A review of 45 fee-only advisers by the Institute for the Fiduciary Standard shows only 14 of them mention the term on their website homepages.
Advocates Weigh Fiduciary Advice’s Future Post-Election
Panelists in a discussion during an awards presentation for Prof. Ronald Rhoades discussed Reg BI’s future under a Trump and a Biden administration, as well as whether FINRA should be disbanded.
Ron Rhoades Wins Frankel Prize
Tamar Frankel, Luis Aguilar, Phyllis Borzi, and Harold Evensky gave glowing endorsements of Ron Rhoades’ fiduciary career during the Frankel Fiduciary Prize Webinar.
Watch: 2020 Frankel Fiduciary Prize Program
Tamar Frankel, Luis Aguilar, Phyllis Borzi, and Harold Evensky gave glowing endorsements of Ron Rhoades’ fiduciary career during the Frankel Fiduciary Prize Webinar.
