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.
Actions and programs of the Institute. Visit the Institute Initiatives archive to view initiatives prior to 2018.
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”
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