Knut discusses emergent themes in 2022’s Fiduciary September, which emphasizes state and private sector leadership amid SEC failure.
Knut is interviewed on the fiduciary standard, how the SEC interprets that standard in 2022, and challenges and opportunities ahead.
The 1940 interpretation of investment advice is no longer what it once was. The meaning of conflict has been fundamentally altered as well.
Dick Wagner (above) wrote for 30 years why the future of advice and planning is bright. That is, if leaders step up to make it so.
Regulation BI turns 2 on June 30th. What’s to celebrate is not clear. No one seems to support it except those paid to. There is much to question.
Memorial Day honors those who died for our country. Remembering their service is an American tradition. Noting how character development drives officer training should become a tradition in finance.