Founding Partner Paul Pagnato, citing the DOL Fiduciary Rule as a nudge to “Ensure our client’s best interests come first,” forms own RIA as the next step to provide “premiere service.”
Actions and programs of the Institute. Visit the Institute Initiatives archive to view initiatives prior to 2018.
The Institute for the Fiduciary Standard today launched its Campaign for Investors, a groundbreaking initiative to help investors find financial advisors who best meet their needs and serve their interests first.
May 24 “Campaign for Investors” Program Schedule: Registration will begin at 8.15. The program will start at 9.00 AM and finish at 12.30.
On May 24, 2016, the Institute for the Fiduciary Standard will launch its Campaign for Investors at the National Constitution Center in Philadelphia.
On May 3, 2016, Knut A. Rostad, president of the Institute for the Fiduciary Standard called on CFA Orlando members to think big about ‘Putting Investors First’ month and to make Orlando“Investors’ Best City in America” for investment and financial advice.
In remarks opening CFA Orlando’s ‘Putting Investors First’ month, Institute president, Knut A. Rostad, Challenges Local CFA Charterholders to make Orlando, “Investors’ Best City in America”