Knut and Professor Frankel co-authored this piece in advisor perspectives
What Would Jack Bogle Do? Ask Vanguard’s Shareholders
Knut writes about Vanguard culture as one of Jack Bogle’s lasting legacies
Advice-Only Fees Gain Traction as Advisors Opt Out of Managing Client Portfolios
Industry Leaders remark on recent popularity of separating fee-only advising and investment management. Noting the advantages this change can have.
Institute: Does March 30th SEC Staff Opinion Effectively Eliminate The Word “Fiduciary” from Form CRS?
Industry experts say that new “conditions” make it not possible to plausibly and meaningfully tell investors the truth about investment advisors’ fiduciary status
Whose Fiduciary Standard Are You Using?
Regulation Best Interest isn’t requiring financial advisors to adhere to a fiduciary standard like some might think.
Leading Consumer and Investor Advocates Urge DOL to Act on Fiduciary Rule Update
Industry Leaders urge the Department of Labor (DOL) to act on rules governing retirement investment advice.
