The Case for a New Advisor Designation: ‘Fiduciary-Only' Advisors
“Fiduciary-Only” advisors would create a new level of trust between retail investors and advisors — and become the next “powerful marketing tool.”
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.
Historic Moment as Planner Groups Voice Clear Support for Fiduciary Standard
In a letter to the SEC, the FInancial Planning Coalition and consumer groups make a cogent argument for why the SEC should impose the same standard for all advice givers.
Through the Years: A History of the IA 25
After 10 years, we’ve compiled quite a list of heavyweights that had great influence on the industry.
Ron Roge’s Modest Proposal on FINRA as RIAs’ SRO: A Role for the CFP Board?
Why not have the CFP Board serve as the SRO for all advice givers, as Ron Roge suggests, rather than, say, FINRA? Good idea, but . . .
Unsung Heroes in the Rise of a Fiduciary Standard
I've written many times over the years about how Ron Roge and other members of the NAPFA board virtually singlehandedly drove fee compensation for advisors...