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.
Institute and Industry Leaders
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.
A Disappointing Move by the CFP Board
Many financial advisors today, including CFPs, call themselves “fiduciaries” but still possess conflicts of interest that are often not properly managed.
