There can be changes around the edges, or changes at the core, but I expect with certainty that there will be uncertainty for a while.
Institute and Industry Leaders
Mel Lagomasino, CEO of WE Family Offices, on always acting in the best interests of clients
This webinar featured a panel of experts who have conducted and analyzed the research and worked with advisors.
Ms. Williams’ research on the link between fee transparency and advisor value garnered the 2016 Asset Manager—Thought Leadership Education Award for State Street Global.
Michael Zeuner spoke recently at a conference in Geneva, Switzerland in front of 150 bankers, lawyers, and trustees, about how the new fiduciary standard will impact trustees and advisors.
Michael Warszawski is Senior Managing Director of Manchester Capital Management & Moderator of The Institute’s Chairman’s Council