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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 Events

Fiduciary September Interviews: JC de Swaan and George Kinder

October 8, 2020

Knut Rostad interviews two special guests for Fiduciary September: JC de Swaan and George Kinder.

More Events in Fiduciary September

Institute Initiatives

Institute Letter to SEC Calls for New Thinking on Disclosure

July 1, 2020

Plain language, testing and new technologies must be marshaled to battle systemic complexity in increased disclosure of Reg BI era.

More Institute Initiatives

Ron Rhoades Wins Frankel Prize

September 30, 2020

Tamar Frankel, Luis Aguilar, Phyllis Borzi, and Harold Evensky gave glowing endorsements of Ron Rhoades’ fiduciary career during the Frankel Fiduciary Prize Webinar.

“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

Gail from Maryland is an accomplished professional with a BS in engineering and finance and an MBA. She also had a terrible experience with a broker who Gail says betrayed her.