Knut writes about Vanguard culture as one of Jack Bogle’s lasting legacies
Blog
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
SEC Staff to Investment Advisors: Fiduciary is “Extraneous”
SEC Staff calling fiduciary status “extraneous” goes against the fiduciary ethic of investment advisors.
Whose Fiduciary Standard Are You Using?
Regulation Best Interest isn’t requiring financial advisors to adhere to a fiduciary standard like some might think.
The Power of Community
Lauren Hong of Out and About speaks with Knut on the origin of the Institute, starting with support from Jack Bogle and Tamar Frankel.
