TD Ameritrade Taps Bank CFO to Replace Gerber
Steve Boyle, who has worked for the firm’s affiliate since 1997, will take over in October.
Evensky, in Reversal, Sees Annuities as Vital for Retirement
Evensky talks to ThinkAdvisor about why he changed his mind on annuities and why the notion that fiduciary advice will raise investor costs is “balderdash.”
TD Ameritrade’s Schweiss Named Fiduciary of the Year
Past winners include David Tittsworth, W. Scott Simon, Ron Rhoades and Eugene Maloney.
The Medium Is the Message, When the Subject Is Investor Protection
The Committee for the Fiduciary Standard suggests mainstream media have an important role in investor protection, but I wonder if the emphasis is misplaced.
Watchdog Slams Sen. Johnson for DOL Fiduciary Comments
Committee for the Fiduciary Standard says senator’s charge that a DOL rule requiring fiduciary advice on retirement would hurt ordinary Americans is “just not true.”
IA 25 2014: The Regulators and Advocates—Slideshow
Who’s more influential than the people crafting the laws advisors and brokers have to work by?
Knut Rostad, Fiduciary’s Long-Term Leader: The 2014 IA 25 Profile
If you want to know about the fiduciary standard, Knut Rostad’s your guy.
IAA’s Tittsworth Receives Fiduciary of the Year Award
“We are fortunate to have David on our side in the debate,” said Ron Rhoades, chairman of the Committee for the Fiduciary Standard.
The IA 25 for 2014
This is our 12th annual IA 25 list, bringing together the most influential people in and around the advisor industry.
Harold and Fiduciary
We knew Harold Evensky has been a proponent of the fiduciary standard for advice givers for some time and that he was a leading light of the Institute for the Fiduciary Standard. So we asked the Institute’s co-founder, Knut Rostad, to comment on Evensky’s contributions.—Ed.