Since the 2008 SEC RAND Report, “investor confusion” has been the central story. The Institute argues that bad language, instead, is to blame.
Blog
Fiduciary Rule’s Third Iteration Could Come with Sharp Regulatory Teeth
The Department of Labor is re-evaluating the fiduciary rule for the third time. This time, it could have teeth.
Price of Business Show Interview: Why Fee-Only Fiduciary Financial Advice is the Best
Knut Rostad, President of the Institute, is interviewed by Kevin Price, Host of the Price of Business Show.
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.
