In this podcast Sara drills down on what transparency means for advisors and their clients.
Fiduciary Care is How We Would Treat Our Mother
Too many new rules undermine the principles – Based fiduciary standard; here is how Scott MacKillop says we should think about fiduciary
The Institute Comments on the Proposal Regarding “Outsourcing by Investment Advisors”
Read the comments made by The Institute
No fee model is perfect: RIA Summit 2022
It is important for people to understand that different fee models may benefit certain people more, thus advisors must explain what services are being provided
What We Learned in Fiduciary September
Knut discusses emergent themes in 2022’s Fiduciary September, which emphasizes state and private sector leadership amid SEC failure.
Podcast Interview with PLI: Preserving the Highest Duty of Care
Knut is interviewed on the fiduciary standard, how the SEC interprets that standard in 2022, and challenges and opportunities ahead.