• Skip to primary navigation
  • Skip to main content
Advisor On My Side Logo

Advisor On My Side

Fiduciary Advisor

  • Home
  • Resources
  • News & Events
  • Contact

News & Events

Differentiation for RIAs in a Reg BI World

June 10, 2019

RIAs

Join Knut Rostad, Marie Swift, and Allan Slider. Get practical solutions for the new challenges in “The BD Standard of Conduct” that RIAs must overcome. Mon, Jun 17, 2019 2:00 PM – 3:00 PM EDT

The SEC is Using “Best Interest” as a “Marketing Slogan” says Phyllis Borzi

April 1, 2019

Phyllis Borzi

Phyllis Borzi dismisses Reg BI’s use of “best interest” as “a marketing slogan” and the proposed rule “not even as strong as [the] suitability [standard].”

How to protect yourself as an investor

March 29, 2019

Shark - Photo by Laura College on Unsplash

As the Consumer Financial Protection Bureau changes leadership, some consumer advocates are worried that protections could weaken.

Knut Rostad Delivers Statement on Behalf of the Institute for the Fiduciary Standard

March 11, 2019

The Institute’s Real Fiduciary(tm) Practices distill to ten points what investors should require of an advisor.

Alliance of Comprehensive Planners (ACP) Issues Statement Supporting the Fiduciary Standard

March 11, 2019

Alliance of Comprehensive Planners Logo

Alliance of Comprehensive Planners President Frankie Corrado says that when it comes receiving unbiased financial advice, there is no new sheriff in town to make sure you don’t get bad advice.

PBS Special Focused on Fiduciary Standards, Money For Life

March 11, 2019

MoneyTrack: Money For Life Screenshot

Learn from highly-regarded guest experts how to vet financial advisors—and ensure they adhere to the highest fiduciary standards.

  • Go to page 1
  • Go to page 2
  • Go to Next Page »

Copyright © 2021

Special thanks to Impact Communications, Inc. for pro bono services including logo creation, graphic design services, social media graphics, copywriting support and media relations.