In this NAPFA podcast, Rostad discusses what planners can do to preserve fiduciary
Knut's Views
Reg BI compliance is under scrutiny
Finra’s 2025 oversight report reveals massive Reg BI failures
Jimmy Carter was an unabashed public fiduciary
Fiduciary advisers can learn from what Carter did
The holidays are time for family, friends and reflection
Knut asks if Santa Claus, as portrayed in Miracle of 34th Street, is a fiduciary
‘Streetfighting saint’ Bob Veres takes 2024 Tamar Frankel prize for decades of unstinting, sometimes ‘scathing’ commentary and a ‘secret sauce’ to ferret out facts
The Institute for the Fiduciary Standard awarded the 2024 Frankel Fiduciary prize to industry veteran Bob Veres.
Advisor Calls on CFP Board to hold virtual Town Hall to Engage with CFPs on Flawed Ad Campaign
Read the letter below: