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
‘Streetfighting saint’ Bob Veres takes 2024 Tamar Frankel prize for decades of unstinting, sometimes ‘scathing’ commentary and a ‘secret sauce’ to ferret out facts
Article Originally Published: RIABiz Bob Veres is the recipient of the 2024 Frankel Fiduciary Prize, despite a history of prickliness, peccadilloes, and ‘not always being right’ – and that’s just from the people who wholeheartedly agree he deserves the award. The Institute for the Fiduciary Standard, on behalf of the Frankel Fiduciary Prize Selection Committee, awarded […]
Advisor News
Fallout from CFP Board’s Disparaged Ad Campaign Triggers Suggestion for Open Dialogue; Soon-to-be CFP asks CFP Board to host a virtual town hall for CFPs to express concerns and engage in dialogue.
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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