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You are here: Home / Archives for John C. Bogle

John C. Bogle

‘Visionary’ Bogle Gave SEC a Warning About Reg BI

By The Institute on January 17, 2019

John "Jack" Bogle

John “Jack” Bogle, who died at his home in Bryn Mawr, Pennsylvania, on Wednesday, also left the Securities and Exchange Commission with advice to mull as it marches ahead with its advice-standards package and the much-debated Regulation Best Interest.

What I, and millions of others, owe Jack Bogle

By The Institute on January 16, 2019

John "Jack" Bogle

A clue to why Bogle has become such leading light is found in his most-recent book, “Stay the Course — The Story of Vanguard and the Index Revolution.”

Institute leaders meet with SEC Chairman Jay Clayton June 19, 2018

By The Institute on June 19, 2018

Institute leaders meet with SEC Chairman Jay Clayton June 19, 2018

Institute leaders meet with SEC Chairman Jay Clayton June 19, 2018

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Fiduciary Doings

Tamar Frankel and Phyllis Borzi

 

The Institute organized a meeting to discuss common interests on Reg BI, the states and advocacy on January 16 in Washington. 22 leaders from nine advisor and consumer advocacy organizations attended.

Here, Phyllis Borzi (left) and Tamar Frankel, Institute Board of Advisor members, are seen readying to depart an Institute dinner, the evening before, where they led discussions.

Carolyn McClanahan

 

"With the advent of 401(k)s and the decimation of pension plans to ensure financial security in old age, a fiduciary standard is more important than ever. The public needs to be confidant that advisors helping them plan for their retirement years always and only act in their best interest as a fiduciary. I'm happy to endorse organizations such as the Institute for the Fiduciary Standard that promote protections for those who need to secure their financial future."

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