 “The best opportunity for prevailing” in the fiduciary debate, he wrote, “lies in engaging investors about what to expect from true” fiduciary advisors.Knut Rostad, president, Institute for the Fiduciary Standard.
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Fiduciary Debate 2016: A Watershed Year
Bob Clark | Investment Advisor, March 2016
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Summary: January paper released by the Institute for the Fiduciary Standard detailed regulatory and fiduciary issues on the table in 2016: the Department of Labor's fiduciary rules for IRA advisors; the Securities and Exchange Commission's fiduciary standard for brokers; the CFP Board's announced review of its best interest standard for financial planners; and the Institute's own “Best Practices for Fiduciary Financial
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