“Fiduciary September” was invented by the Institute for the Fiduciary Standard to remind investors and the planning profession why fiduciary advice matters.
Blog
Fiduciary September: Scholars and Experts Discuss Fiduciary Opportunities, the ‘New SEC’ and 2021-2025
The Fiduciary September 2021 program features six programs with nineteen experts, including Tamar Frankel, Luis Aguilar, Phyllis Borzi, Kara Stein, and others.
Barbara Roper Gets Key SEC Post
SEC Chairman Gary Gensler has appointed Barbara Roper, Director of Investor Protection at CFA, as his senior advisor.
The SEC Takes on Climate-Risk Disclosure
The SEC’s movement on Climate-Risk disclosure demonstrates what rulemaking should look like on the fiduciary standard.
Say Goodbye to the 1% Investment-Adviser Fee?
Innovative fee models are challenging the 1% assets-under-management fee that has traditionally dominated the investment advisory world.
CFP Board Selects 2023 Chairman
Dan Moisand, Principal of Moisand, Fitzgerald, and Tamayo and an Institute Real Fiduciary™ Advisor, will chair the CFP Board in 2023.
