Luis Aguilar, (left) Advisor to the Institute, will speak Sept 22 on the panel for The 2022 Frankel Prize honoree, Arthur Laby.
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

“Fight on the beaches”
New pamphlet deploys Winston Churchill and Chief Justice Stone to argue for fiduciary duties.
Institute and Industry Leaders

Real Fiduciary Advisors Year-End Meeting
The Institute was joined by Ron Rhoades, Phyllis Borzi, Eileen Stevens, and James Tierney for a discussion of “fiduciary” in both 2022 and 2023.
“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.
Knut’s Views

Southwest Will Pay for Its Failures, but will Broker-Dealers?
While Southwest faces consequences for their actions will broker dealers share the same fate by failing to comply with Reg BI?
Advisor News

Sara Grillo Challenges the Industry to be Transparent
In this podcast Sara drills down on what transparency means for advisors and their clients.
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