On May 24, 2016, the Institute for the Fiduciary Standard will launch its Campaign for Investors at the National Constitution Center in Philadelphia.
Putting Investors First Presentation
On May 3, 2016, Knut A. Rostad, president of the Institute for the Fiduciary Standard called on CFA Orlando members to think big about ‘Putting Investors First’ month and to make Orlando“Investors’ Best City in America” for investment and financial advice.
Rostad Calls on CFA Orlando to Lead the Nation in “Putting Investors First”
In remarks opening CFA Orlando’s ‘Putting Investors First’ month, Institute president, Knut A. Rostad, Challenges Local CFA Charterholders to make Orlando, “Investors’ Best City in America”
DOL’s Fiduciary Rule Grandfather Clause Does Not Protect Investors
April 19, 2016, Interview with Knut Rostad by Christopher Carosa, CTFA, Fiduciarynews.com
Fiduciary Standards for Investment Advisors
Michael Warszawski is Senior Managing Director of Manchester Capital Management & Moderator of The Institute’s Chairman’s Council
Best Practices for Financial Advisors
Best Practices for Financial Advisors Media Briefing Tuesday April 19 at 1.30 PM ET What: The Institute for the Fiduciary Standard will report on Best Practices for Financial Advisors developments and the Self Assessment for Advisors.
