Knut Rostad, President of the Institute, is interviewed by Kevin Price, Host of the Price of Business Show.
Blog
Institute Podcast Series
Kaleb Paddock, CFP® and Anne Marie Ashworth, CFP® discuss how a fiduciary avoids and mitigates conflicts of interest.
Investigative Report of Northwestern Mutual by Financial Planning Wins Award
Tobias Salinger’s 2020 article “A Question of Conflict” won a SABEW award in the Personal Finance category
Investor Advocates Urge DOL To ‘Fix’ Retirement Plan Advisor Rule
Investor advocates, including the CFA, PIABA, and Ron Rhoades, sent a comment letter in opposition of the DOL’s advice rule.
What if …. We Tell Investors the Truth? (Part 1)
Rather than championing the mantra of “investor confusion,” the SEC should do as CFA Institute did: Tell investors the truth on how brokers and advisers differ.
What Is a Fiduciary Financial Advisor?
Why do so many consumers stumble when asked how brokers and fiduciary advisers differ but can recite blindfolded how a butcher and nutritionist differ? Clue: It’s not “investor confusion.”
