Ron Rhoades, Natalie Pine, & Bob Veres to speak out on Fiduciary Advice
Discussion on proposed DOL rule; Adams (on the left) holds line on “Frivolous litigation” while Watkins (on the right) hammers on need for independent investigation
Roundtable discussion on proposed DOL Fiduciary rule engages different views on cost / benefits
Institute holds unprecedented discussion June 18 with industry and consumer advocates on the DOL proposed fiduciary rule
Discussion to include differing POV in moderated discussion; McBride, Watkins and Adams to speak and Capitol Account to moderate.
Alts & ERISA Accountability – Fiduciary Filter
Knut Weighs ERISA Fiduciary Risks of Alternatives
Proposed DOL Fiduciary Rule Guts Fiduciary Principles
Fiduciary Institute responds… the Rule “Contorts logic, facts and common sense”
Boomers at 80: Why The ‘Great Wealth Transfer’ May Never Come
Real Fiduciary Advisor, Stephen Roge, provides his take on boomers wealth transfer
