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”
Actions and programs of the Institute. Visit the Institute Initiatives archive to view initiatives prior to 2018.
Best Practices for Financial Advisors Media Briefing Tuesday April 19 at 1.30 PM ET What: The Institute for the Fiduciary Standard will report on Best Practices for Financial Advisors developments and the Self Assessment for Advisors.
Frankel Fiduciary Prize Selection Committee Seeks Nominations for Frankel Prize Honoring Individuals Making ‘Significant Contributions to Fiduciary Principles in Public Life’
The Institute for the Fiduciary Standard released a white paper today examining on why 2016 will be important for the fiduciary duties.
New SEC Rule helps investors sort out brokers from investment advisers, requires a brokerage account disclosure, “Our interests may not be the same as yours” Press Release PSA
Published July 29th, 2014 By Bob Clark Back in June, Financial-Planning.com put a curious headline on a story: “NAPFA Faces Member Loss After Fee-Only Rule Change.” You may remember that the rule change in question ended NAPFA’s allowing its fee-only members to own up to 2% of commission-charging financial services businesses. Simply […]