Last week Mary Malgoire was interviewed by national radio host, Jill Schlesinger CFP®. Schlesinger is the Emmy-nominated, Business Analyst for CBS News and hosts a nationally syndicated radio show, Jill on Money. Listen to this great interview on our site.
PagnatoKarp Joins Institute for the Fiduciary Standard Chairman’s Council
Founding Partner Paul Pagnato, citing the DOL Fiduciary Rule as a nudge to “Ensure our client’s best interests come first,” forms own RIA as the next step to provide “premiere service.”
Celebrate July 4—and Speak Out for Fiduciaries
Originally published on ThinkAdvisor.com, June 29, 2016 By Knut A. Rostad Celebrating Independence on July 4th? Enjoy the Barbecue – And Vow to Speak out for Fiduciaries
The New Fiduciary Standard: How Will It Impact Trustees & Advisors?
Michael Zeuner spoke recently at a conference in Geneva, Switzerland in front of 150 bankers, lawyers, and trustees, about how the new fiduciary standard will impact trustees and advisors.
Daylian Cain NYU Presentation
Yale business professor, Daylian Cain, is a prolific researcher on conflicts of interest. His notoriety in investment advice policy circles was further enhanced when the Obama administration cited his work in 2015, as it argued for the DOL Conflicts of Interest Rule.
In June 2016, Cain offered a quick (seven minute video) synopsis of his thinking. The video can be found here.
One key point in professor Cain’s synopsis highlighted in this one-page summary deserves special attention. It underscores why a policy of avoiding conflicts is far superior to a policy of accepting and disclosing conflicts. The point is the potential impact of conflicts on everyone. As Cain notes, “Yet, (its not just the bad apples)… normal people are also capable of really bad behavior.”
Institute launches the Campaign for Investors
The Institute for the Fiduciary Standard today launched its Campaign for Investors, a groundbreaking initiative to help investors find financial advisors who best meet their needs and serve their interests first.
