The Institute sent SEC Chairman Gensler a letter urging the agency to clarify confusion surrounding advisors using the word fiduciary in Form CRS.

Investors First Podcast hosts Steve Curley and Chris Cannon interview Jason Zweig, longtime “Intelligent Investor” columnist at the Wall Street Journal.

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.

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.

Katie Oelker, a personal finance writer at Business Insider, explains fee-only financial advising.

Knut joins members of the RIA community in pointing out the confusion in RIA rankings and which firms are fee-only and/or fiduciaries.