Investors First Podcast hosts Steve Curley and Chris Cannon interview Jason Zweig, longtime “Intelligent Investor” columnist at the Wall Street Journal.
SEC Highlights Form CRS Issues as Fiduciary, Language Experts Call for Deeper Change
An SEC committee is calling out firms over form CRS disclosure inadequacies. Yet fiduciary and plain-language experts believe the SEC’s “call outs” miss the mark.
Is SEC Telling Advisors Not To Call Themselves Fiduciaries In Relationship Summaries?
RIAs and their compliance executives are worrying that the SEC is muddying the waters more for consumers by making all financial professionals look the same.
What to Know About Fee-Only Financial Advising
Katie Oelker, a personal finance writer at Business Insider, explains fee-only financial advising.
RIA Leaders 2021: What’s wrong with RIA rankings
Knut joins members of the RIA community in pointing out the confusion in RIA rankings and which firms are fee-only and/or fiduciaries.
Say Goodbye to the 1% Investment-Adviser Fee?
Innovative fee models are challenging the 1% assets-under-management fee that has traditionally dominated the investment advisory world.