Rostad rebuts the argument that comp method is irrelevant to fiduciary advice
Blog
Vanguard at 50
At the 50th, it’s important to look back and see how Vanguard came to succeed
Fiduciary: the soul of planning and advice
In this NAPFA podcast, Rostad discusses what planners can do to preserve fiduciary
State securities administrators lead on Title protection
NASAA seeks to stop brokers from using “advisor / adviser” title
RIA consolidation receives ongoing headlines
Buckingham / Colony merger leads talk of the threats to fiduciary advice
Reg BI compliance is under scrutiny
Finra’s 2025 oversight report reveals massive Reg BI failures