The force behind the DOL rule reflects the “shared mission” and question that attracted the financial planning founders in 1969: Can advice replace sales as the industry “driving force?
May 24 Campaign for Investors Program Schedule
May 24 “Campaign for Investors” Program Schedule: Registration will begin at 8.15. The program will start at 9.00 AM and finish at 12.30.
Aguilar, Borzi, Bogle to Help Launch Campaign for Investors May 24
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
