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Welcome to the Institute for the Fiduciary Standard

The principles underlying "liberty and justice for all" have inspired the American journey for generations. In finance and advice, this journey leads to a North Star called the fiduciary standard.

The Institute for the Fiduciary Standard is a champion for investors. Our programs and papers teach investors and advisors about what the fiduciary standard means. All investors want an advisor they can trust. Helping investors find a real fiduciary advisor is our mission.

Fiduciary September 2024

Fiduciary September Speakers Cover Seven Topics and the Videos are Available Here

September 6, 2024

Fred Reish, Phyllis Borzi and Ron Rhoades (above) lead September 17 discussion on DOL’s Retirement Security Rule

Prior Fiduciary September Programs

Institute Initiatives

Former SEC Commissioner Robert Jackson, Jr. leads panel on Reg BI

July 15, 2024

July 24 (10:30-12:00) Zoom panel of experts discussed Reg BI five years after its June 2019 release. Recording is within.

More Institute Initiatives

Institute and Industry Leaders

“Fight on the beaches”

March 15, 2023

New pamphlet deploys Winston Churchill and Chief Justice Stone to argue for fiduciary duties.

More Institute and Industry Leaders

“Fee-only Fiduciary Advice is Common Sense” Campaign

A new E-book for investors explains how fiduciary principles are commonsense ideas and why a fiduciary advisor is better for investors. Download the E-book.

Investors Suffer When Fiduciary Practices Are Ignored

Last month Yesenia Realejo of Tobias Financial Advisors, a Real Fiduciary™ Advisor, was featured in a Fiduciary institute video explaining why rollovers should be covered by the DOL rule.