Mel Lagomasino, CEO of WE Family Offices, on always acting in the best interests of clients
Institute & Industry Leaders
Brie Williams Instrumental in Garnering Asset Manager – Thought Leadership Education Award
Ms. Williams’ research on the link between fee transparency and advisor value garnered the 2016 Asset Manager—Thought Leadership Education Award for State Street Global.
The New Fiduciary Standard: How Will It Impact Trustees & Advisors?
Michael Zeuner spoke recently at a conference in Geneva, Switzerland in front of 150 bankers, lawyers, and trustees, about how the new fiduciary standard will impact trustees and advisors.
Fiduciary Standards for Investment Advisors
Michael Warszawski is Senior Managing Director of Manchester Capital Management & Moderator of The Institute’s Chairman’s Council
Proposed DOL Fiduciary Rule a “Band-Aid”
Clark M. Blackman II is the founder of Alpha Wealth Strategies and a member of the Institute’s Best Practices Board. Clark has been a leading voice on fiduciary issues for over 20 years.
Chris Cannon at the CFA Institute Event in Orlando
Institute Best Practices Board member, Chris Cannon, right, greets CFA Institute CEO, Paul Smith, at a recent CFA Institute event in Orlando.
