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
News & Events
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].”
As the Consumer Financial Protection Bureau changes leadership, some consumer advocates are worried that protections could weaken.
The Institute’s Real Fiduciary(tm) Practices distill to ten points what investors should require of an advisor.
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.
Learn from highly-regarded guest experts how to vet financial advisors—and ensure they adhere to the highest fiduciary standards.