A note from Knut A. Rostad In September 2018, the Institute awarded the Frankel Fiduciary Prize to Harold Evensky at Texas Tech in Lubbock. While on campus I spoke before several classes and saw first hand the interest of students in the subject of fiduciary duties. Since then, in collaboration with two Personal Financial Planning […]
Protected: Institute for the Fiduciary Standard Form CRS Draft
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Former CFP Board Chair Strikes Back
Knut Rostad interviewed Former CFPB Chair, Susan John, about CFPB’s recent decision to erase advisor compensation methods from its website.
Protected: Charleston Financial Advisors Form CRS Draft
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Erasing CFPs Compensation Methods is a “Doozy” of a Mistake
CFP Board recently erased compensation categories on its website, making it impossible to search for an advisor that way.
CFP Board removes compensation descriptions from consumer website
Knut Rostad, president of the Institute for the Fiduciary Standard, said investors should have a clear idea of which advisers are fee-only.
