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The Institute for the Fiduciary Standard

A resource site for investors, brokers, academics and the media.

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Building a fiduciary culture of honesty, integrity, and expertise.

  • About
    • Fiduciary Law
    • Board of Directors
    • Board of Advisors*
    • Chairman’s Council
    • Real Fiduciary™ Practices
  • Real Fiduciary™ for Investors
    • Why You Need a Real Fiduciary™ Advisor
    • Real Fiduciary™ Advisor Registry
  • Real Fiduciary™ for Advisors
    • Real Fiduciary™ Affirmation Program
      • Real Fiduciary™ Background
  • Fiduciary September
    • 2020
    • 2019
    • 2018
    • 2017
    • 2016
    • 2015
    • 2014
    • 2013
    • 2012
  • Frankel Prize
    • 2020
    • 2019
    • 2018
    • 2017
    • 2016
    • 2015
    • 2014
    • 2013
  • Programs
    • Leadership Through Fiduciary Program
    • “Raise Your Voice” Campaign
    • SEC Conduct Standards Rulemaking
    • Institute Initiatives & News
    • Personal Financial Planning Program Webinars
    • Prior Programs
      • Bogle Legacy Forum
        • Bogle Forum
        • Bogle Book
      • August 11th 2015
  • Research
    • Academic Papers
    • Legislation and Rulemaking
    • White Papers
    • Op-Ed Commentary
  • Jack Bogle’s Legacy

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.


Fiduciary September Events

Leading Scholars and Experts Discuss “Hard Times” for Fiduciary Rules in 2020

October 15, 2020

The Fiduciary September 2020 program featured seven programs with seventeen experts, including Tamar Frankel, Luis Aguilar, Phyllis Borzi, and others.

More Events in Fiduciary September

Institute Initiatives

Fiduciary Leaders Call on SEC to Repair Defects of Rulemakings and Interpretation to Restore Investor Trust

January 27, 2021

Major repairs to Reg BI, Form CRS and Adviser Act guidance are proposed to affirm broker and adviser differences and to level with investors

More Institute Initiatives

Ron Rhoades Wins Frankel Prize

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

Fiduciary Common Sense E-book cover

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

Is Financial Planning a Profession? Does it Matter?

February 10, 2021

Skip Schweiss wants planners and consumers to know financial planning is not yet a profession.

More of Knut's Views

Advisor News

Fiduciary Advocates Urge SEC to Rename Reg BI, Eliminate Broker Conflicts

January 28, 2021

In addition changing Reg BI’s nomenclature, the Institute for the Fiduciary Standard called for many changes by the SEC.

More Advisor News

John C. Bogle, 1929-2019

John "Jack" Bogle

Webinar Virtual Discussion on the Legacy of Jack Bogle

May 5, 2020

Personal finance columnist Jane Bryant Quinn: ‘How Jack converted me and changed my life.’

More of John C. Bogle

Institute & Industry Leaders

 

Chris Cannon, board member of the Institute's Real Fiduciary™ Practices and CFA Society Orlando, interviews Boston University Professor of Law Emerita, Tamar Frankel.

Frankel explains what led her to spend her career focusing on fiduciary law, what it means to be a fiduciary, and what conflicts of interest exist within the advisory space. She then offers her thoughts on what regulators should do to help eliminate these conflicts.

Carolyn McClanahan

 

"With the advent of 401(k)s and the decimation of pension plans to ensure financial security in old age, a fiduciary standard is more important than ever. The public needs to be confidant that advisors helping them plan for their retirement years always and only act in their best interest as a fiduciary. I'm happy to endorse organizations such as the Institute for the Fiduciary Standard that promote protections for those who need to secure their financial future."

- Carolyn McClanahan, Founder of Life Planning Partners

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