Roundtable discussion on proposed DOL Fiduciary rule engages different views on cost / benefits
Institute Initiatives
Actions and programs of the Institute. Visit the Institute Initiatives archive to view initiatives prior to 2018.
Institute holds unprecedented discussion June 18 with industry and consumer advocates on the DOL proposed fiduciary rule
Discussion to include differing POV in moderated discussion; McBride, Watkins and Adams to speak and Capitol Account to moderate.
Proposed DOL Fiduciary Rule Guts Fiduciary Principles
Fiduciary Institute responds… the Rule “Contorts logic, facts and common sense”
Institute panel discussion dissects President’s Executive Order
Panelists discuss why the EO is terrible for retirement savers
Amicus in JP Morgan Chase Case
Fiduciary Institute Amicus Brief argues “illegal, unethical and disgraceful” conduct resulted in massive losses
The State of fiduciary advice is not good at the SEC
Fee-only advisers must act to keep real fiduciary advice alive in adviser practices and consumer minds. Knut offers three steps to start.
