The Fiduciary September 2021 program features six programs with nineteen experts, including Tamar Frankel, Luis Aguilar, Phyllis Borzi, Kara Stein, and others.
The Fiduciary September 2020 program featured seven programs with seventeen experts, including Tamar Frankel, Luis Aguilar, Phyllis Borzi, and others.
Knut Rostad interviews two special guests for Fiduciary September: JC de Swaan and George Kinder.
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.
In this episode, the fiduciary advocate says he still has lots of questions on the SEC’s best-interest rules.
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.