- Best Practices
- Fiduciary September
- Campaign for Investors
Institute & Industry Leaders
Institute and industry leaders speak out for fiduciary duties, practices and investors. Here are some recent occasions where their voices have been heard.
On January 28, 2017
The advisor world’s best-known advisor’s “advisor,” Bob Veres, has written extensively on how very different broker-dealers (sales persons) are from independent advisors.
On December 18, 2016
The investor watchdog talks to ThinkAdvisor about why SEC Chair White is a ‘bad SEC chair for investors’ and why the Social Security trust fund isn’t as important as many think.
On December 11, 2016
There can be changes around the edges, or changes at the core, but I expect with certainty that there will be uncertainty for a while.
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.
On June 29, 2016
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.
On May 25, 2015
Institute Best Practices Board member, Chris Cannon, right, greets CFA Institute CEO, Paul Smith, at a recent CFA Institute event in Orlando.