Fred Reish, Phyllis Borzi and Ron Rhoades (above) lead September 17 discussion on DOL’s Retirement Security Rule
Main Content
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.
Institute Initiatives
Former SEC Commissioner Robert Jackson, Jr. leads panel on Reg BI
July 24 (10:30-12:00) Zoom panel of experts discussed Reg BI five years after its June 2019 release. Recording is within.
Institute and Industry Leaders
“Fight on the beaches”
New pamphlet deploys Winston Churchill and Chief Justice Stone to argue for fiduciary duties.
“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.
Knut’s Views
2024 Frankel Fiduciary Prize
Awarded to Bob Veres About the Frankel Fiduciary Prize
Advisor News
Sheryl Garrett, a financial planning pioneer, sells her planning network, after tragedy and soul-searching; members buying her out will preserve her legacy and open firm to managers
Members are broadening the business model, with her blessing; Garrett will retain a board seat and focus on raising fruits and vegetables on her Arkansas farm.
John C. Bogle, 1929-2019
What Would Jack Bogle Do? Ask Vanguard’s Clients
Knut writes about Vanguard culture as one of Jack Bogle’s lasting legacies