CFA Institute offers candid criticism of Reg BI, Form CRS, and how the SEC still has not defined “best interest”
Institute and Industry Leaders
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.
Chris Cannon, board member of the Institute’s Real Fiduciary™ Practices, interviews Boston University Professor of Law Emerita, Tamar Frankel.
Commentary relates Fiduciary meaning like a Frankel or Rhoades; shies away from the 800 pound gorilla in the CFPB room.
Institute signs on to letter with 20 other advocacy groups requesting extension of comment period for DOL proposed rule.
Tamar Frankel, Professor Law Emerita at Boston University, published a hugely important criticism of SEC’s Reg BI.