Tobias Salinger’s 2020 article “A Question of Conflict” won a SABEW award in the Personal Finance category
Blog
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.”
CFA Institute Offers Strong Critique of Reg BI
CFA Institute offers candid criticism of Reg BI, Form CRS, and how the SEC still has not defined “best interest”
Optimism Has Guided 82-Year-Old Advisor Through Career Changes and Cancer Treatment – Rethinking 65
Don Rembert, member of the Institute Chairman’s Council, found his passion as a fee-only fiduciary advisor 40 years ago after seeing small business owners struggle.
