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You are here: Home / Archives for Advisor News

Advisor News

What Is a Fiduciary Financial Advisor?

By The Institute on April 15, 2021

Why do so many consumers stumble when asked how brokers and fiduciary advisers differ but can recite blindfolded how a butcher and dietitian differ? Clue: It’s not “investor confusion.”

Difference Between a Broker and an Advisor

By Knut Rostad on March 30, 2021

Darren Fogarty, Employee Benefits Advisor at Wincline, describes the differences between brokers and fee-only advisors.

Fiduciary Advocates Urge SEC to Rename Reg BI, Eliminate Broker Conflicts

By Knut Rostad on January 28, 2021

In addition changing Reg BI’s nomenclature, the Institute for the Fiduciary Standard called for many changes by the SEC.

Gensler Expected to Put Teeth in Reg BI — Not Overturn it

By Knut Rostad on January 19, 2021

Gensler has developed a reputation as a tough regulator who also was a successful leader on Wall Street.

Biden Financial Transition Team Cheers Investor Advocates

By Knut Rostad on November 24, 2020

But how a Democratic-led SEC interprets and enforces Reg BI depends on its chair.

Deciphering ‘Best Interest’ in Reg BI

By Knut Rostad on November 11, 2020

Industry officials of all stripes continue to scratch their heads about the term as they attempt to comply.

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Allan Slider

 

Allan Slider, founder of FeeOnlyNetwork.com and a good friend of the Institute is interviewed by Kevin Price, Host of the Price of Business Show.

Slider explains in this interview why only 2% of financial advisors—those that are “fee-only”—can offer unbiased financial advice, free from the conflicts of commission, and are held to the highest standard of fiduciary care.

Carolyn McClanahan

 

"With the advent of 401(k)s and the decimation of pension plans to ensure financial security in old age, a fiduciary standard is more important than ever. The public needs to be confidant that advisors helping them plan for their retirement years always and only act in their best interest as a fiduciary. I'm happy to endorse organizations such as the Institute for the Fiduciary Standard that promote protections for those who need to secure their financial future."

- Carolyn McClanahan, Founder of Life Planning Partners

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