The Fiduciary September 2021 program features six programs with nineteen experts, including Tamar Frankel, Luis Aguilar, Phyllis Borzi, Kara Stein, and others.
Fiduciary September
Leading Scholars and Experts Discuss “Hard Times” for Fiduciary Rules in 2020
The Fiduciary September 2020 program featured seven programs with seventeen experts, including Tamar Frankel, Luis Aguilar, Phyllis Borzi, and others.
Fiduciary September Interviews: JC de Swaan and George Kinder
Knut Rostad interviews two special guests for Fiduciary September: JC de Swaan and George Kinder.
Fiduciary Advice: Where Do We Go From Here?
An historic realignment of fiduciary advice has snuffed out 40 Act principles. The realignment reveals a path of destruction – to the law, language and logic.
Human Capital: Ron Rhoades Unpacks Reg BI Unknowns
In this episode, the fiduciary advocate says he still has lots of questions on the SEC’s best-interest rules.
Forget the F-word — RIAs play down fiduciary standard online
A review of 45 fee-only advisers by the Institute for the Fiduciary Standard shows only 14 of them mention the term on their website homepages.
