Bogle’s impact on investing, investors and the markets place him among the most important political and business actors globally in the last half century
Institute & Industry Leaders
Scott MacKillop Wins Investments & Wealth Institute Governance Insight Award
First Ascent Asset Management, a portfolio strategist serving financial advisors, today announced that its founder and CEO, Scott MacKillop, is the recipient of the Investments & Wealth Institute’s 2019 Governance Insight Award.
“Press on, regardless”
Jack Bogle richly deserves the huge accolades he is receiving. He was a model public servant operating in the private sector.
Jason Zweig: The Institute Does Good Work
MarketCounsel Summit, 12-5-18, on a panel discussion on where investors can get help on screening for a real fiduciary advisor.
Testimony of Tamar Frankel Before the N.J. Bureau of Securities
Testimony of Tamar Frankel, LL.M. S.J.D. Professor of Law EmeritaBoston University School of LawBefore the N.J. Bureau of Securities Re: Fiduciary Duty/Pre-Proposal on November 19, 2018
Testimony of Knut A. Rostad before the New Jersey Bureau of Securities
“Proposal Reg BI fails to explain best interest; however, it explains why conflicts can be beneficial” – Knut A. Rostad