Knut offers a new paradigm for financial advisors to regain investor trust in 2021.

“Fiduciary September” was invented by the Institute for the Fiduciary Standard to remind investors and the planning profession why fiduciary advice matters.

The SEC’s movement on Climate-Risk disclosure demonstrates what rulemaking should look like on the fiduciary standard.

Part three of a series where Knut Rostad, President of the Institute, argues that the SEC should be telling investors the simple truth about sales vs. advice.

Part two of a series where Knut Rostad, President of the Institute, argues that the SEC should be telling investors the simple truth about sales vs. advice.

Rather than championing the mantra of “investor confusion,” the SEC should do as CFA Institute did: Tell investors the truth on how brokers and advisers differ.