Advisers, Planners, Experts, Scholars Assess the State of Fiduciary in 2024
Panels on September 11, 12, 17, 18, 24, 25 and 26
Announcements
- Fiduciary September 2024 Program Announcement See dates / times and Zoom links here.
Program Videos
- Sept 11 Panel Video – “Should financial services organizations recognize sales production excellence of brokers or agents?”
- Sept 12 Panel Video – “Kelly et al. v TIAA, the August 5th case rocking the pension world”
- Sept 17 Panel Video Coming – “The State of the DOL Retirement Security Rule”
- Sept 18 Panel Video Coming – “Leading a Team of Professionals – When and How Planners can best collaborate and lead the CPA, attorney and insurance “Financial Team”
- Sept 24 Panel Video Coming – “The SEC and Fiduciary Advice in 2024″
- Sept 25 Panel Video Coming – “Flat or AUM fees: What’s the difference, do consumers care?”
- Sept 26 Panel Video Coming – “Fiduciary advice: What’s it all about?”
Media Coverage and Related Content
- “The ‘fiduciary’ movement’s lost mojo tracks with the rise of Reg BI”, Knut Rostad, RIABiz
About the Institute for the Fiduciary Standard
The Institute for the Fiduciary Standard is a not for profit formed in 2011 to provide research,
education and advocacy to consumers, policy makers and advisors on fiduciary principles and
practices. Fiduciary September is the largest annual conversation on the importance of fiduciary
advice. The Real Fiduciary™ Practices are written in plain language and set out what we believe
the most conscientious advisors and planners do. Visit www.thefiduciaryinstitute.org