Oisín Breen

Oisin, good to see your independent take on Fisher. One added point on the Institute for the Fiduciary Standard Real Fiduciary (tm) Practices. For an investment adviser to qualify, in addition to paying an annual fee, the firm must also put on its ADV that it meets the requirements of our practices. In our view, this requirement makes our practices the most rigorous in financial planning and advice. The practices are here. https://thefiduciaryinstitute.org/wp-content/uploads/2019/03/Real-Fiduciary-Practices-2019-02-22.pdf.

Brooke Southall and Keith Girard

Fisher Investments launches 'fiduciary.com' to 'educate' clients and RIAs, but site smacks of 'naked lead-gen,' says Fiduciary Institute's head

Fisher Investments

Knut A. Rostad

<p>The past two years have been some of the most momentous in the relatively short history of the RIA profession. Legislators and regulators have been gradually embracing the fiduciary standard, though whether it will fully apply to everyone calling themselves advisors remains to be seen.</p>

<p>The Department of Labor’s crusade to lower costs and increase transparency in retirement plans means a spate of new regulations affecting advisors and brokers in that market. Dodd-Frank Financial Reform, meanwhile, continues to unroll across the profession, with the biggest change being a shift to state oversight of RIAs with less than $100 million AUM. In this section, you’ll find continually updated RIABiz.com coverage on all these topics.</p>

RIA Compliance

The Plano, Texas, RIA bought the URL, 'fiduciary.com,' in 2024, and shows that if you can disclose it, you can often declare it in a client's best interest.

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