The Institute puts on a day long program at the NAPFA Fall conference on the practices that differentiate fiduciary, fee-only advisors from sales brokers.
- October 16, 2018 – ‘It’s a freak show out there’: RIAs call for increased transparency
- October 17, 2018 – Investors Want To Hear More On Fees And Conflicts, CFA Institute Reports
- October 15, 2018 – Leading Advisors, Experts to Discuss Leveraging Fiduciary / Fee Only Practices and Culture at ‘Leadership Through Fiduciary’
- October 16, 2018 – Bob Veres, Inside Information, comment on Knut Rostad’s recent blog in Advisor Perspectives on the SEC Reg BI.