|
The Institute for the Fiduciary Standard (Institute) announced the line-up for Fiduciary September 2024. This year, Fiduciary September, the largest annual conversation of investment advisors, financial planners, attorneys and experts focused on why fiduciary advice matters, builds on the press briefing held on July 24, 2024, during which a panel of experts assessed the state of the SEC’s Reg BI five years after its release June 5, 2019. The schedule of events for Fiduciary September 2024 includes seven panels and 21 speakers who will continue the discussion, dissecting DOL and SEC rules and shining a light on explosive fiduciary breaches alleged against TIAA. Financial planning practitioners will talk about fees and whether organizations should celebrate sales production and, in practical terms, what “fiduciary” truly means. Originally published on Agility Newsroom on August 30, 2024. Read full article here. The Institute for the Fiduciary Standard will hold an important briefing to assess the state of the SEC’s Reg BI five years after its release June 5, 2019. The 90-minute briefing will be held virtually on July 24, 2024, 10:30 am – 12:00 pm ET. Robert J. Jackson Jr will share his thoughts on Reg BI going forward. Commissioner Jackson will be joined by Joseph Peiffer (PIABA), Benjamin Schiffrin (Better Markets), and Knut Rostad (Institute for the Fiduciary Standard). Phyllis Borzi, Assistant Secretary for Employee Benefits Security, Department of Labor, who served from 2009-2017 in this role, will moderate the panel. Originally published on Agility on July 18, 2024. Read full article here. The Institute for the Fiduciary Standard announced its latest Fiduciary Campaign, to help consumers better understand broker/dealers (BDs) and independent Registered Investment Advisors (RIAs), whose legal and business differences are often ignored. The panelists each spoke about their experiences regarding fiduciary standards and why fiduciary standards are so important for consumers. Originally published on Media Source Portal on October 10, 2023. Read full article here. The Institute for the Fiduciary Standard will hold a one hour media briefing September 28, 2023 beginning at 10:00 a.m. ET to announce its latest Fiduciary Campaign. The Fiduciary Campaign will help consumers better understand broker/dealers (BDs) and independent Registered Investment Advisors (RIAs), and the differences that are often ignored today. “The legal, business and cultural differences dividing BDs and RIAs are huge. They are also hidden,” said Knut A. Rostad, president of the Institute for the Fiduciary Standard. The Fiduciary Campaign offers ‘straight talk’ to pierce muddled messages and get behind the curtain. As we kick off the current campaign I am pleased to be supported by some of the leading voices in the profession. Many thanks to George Kinder, Dan Solin, and Marie Swift – as well as Real FiduciaryTM advisors Justin Sanderson and Yesenia Realejo.” Originally published on Media Source Portal on August 22, 2023. Read full article here. |
ABOUT
Contributions to Fiduciary Voices are provided by independent financial advisors and other professionals who are vetted by an editorial team. Archives
September 2024
Categories
All
|