The Department of Labor is re-evaluating the fiduciary rule for the third time. This time, it could have teeth.
Price of Business Show Interview: Why Fee-Only Fiduciary Financial Advice is the Best
Knut Rostad, President of the Institute, is interviewed by Kevin Price, Host of the Price of Business Show.
Institute Podcast Series
Kaleb Paddock, CFP® and Anne Marie Ashworth, CFP® discuss how a fiduciary avoids and mitigates conflicts of interest.
Investigative Report of Northwestern Mutual by Financial Planning Wins Award
Tobias Salinger’s 2020 article “A Question of Conflict” won a SABEW award in the Personal Finance category
What Is a Fiduciary Financial Advisor?
Why do so many consumers stumble when asked how brokers and fiduciary advisers differ but can recite blindfolded how a butcher and nutritionist differ? Clue: It’s not “investor confusion.”
CFA Institute Offers Strong Critique of Reg BI
CFA Institute offers candid criticism of Reg BI, Form CRS, and how the SEC still has not defined “best interest”