CFA Institute offers candid criticism of Reg BI, Form CRS, and how the SEC still has not defined “best interest”
Institute and Industry Leaders
Optimism Has Guided 82-Year-Old Advisor Through Career Changes and Cancer Treatment – Rethinking 65
Don Rembert, member of the Institute Chairman’s Council, found his passion as a fee-only fiduciary advisor 40 years ago after seeing small business owners struggle.
CFA Society Orlando Interviews Tamar Frankel
Chris Cannon, board member of the Institute’s Real Fiduciary™ Practices, interviews Boston University Professor of Law Emerita, Tamar Frankel.
Bob Veres Talks Fiduciary, Credits Institute Thinking on CFPB
Commentary relates Fiduciary meaning like a Frankel or Rhoades; shies away from the 800 pound gorilla in the CFPB room.
Groups Urge More Time to Comment on DOL Rule
Institute signs on to letter with 20 other advocacy groups requesting extension of comment period for DOL proposed rule.
Tamar Frankel Paper: “The Regulators’ Conflicts of Interest”
Tamar Frankel, Professor Law Emerita at Boston University, published a hugely important criticism of SEC’s Reg BI.
