The Institute for the Fiduciary Standard

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

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

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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.


Institute Must Reads

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Institute Initiatives & News

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John C. Bogle, 1929-2019

Investors speak out on legacy of Jack Bogle

A first-of-its-kind opinion survey released by the Institute for the Fiduciary Standard for the ‘Friends of Jack’ reveals Jack Bogle’s principles are fixed in the American mind.

More of John C. Bogle

Chairman Clayton Has a Message for Investors

Jay Clayton, Chaiman of the U.S. SEC, attempts to "arm [investors] with the right information to ask the right questions and make the [right] choices" in the first video of five. The information, like Reg BI, is muddled.

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.

Advocacy on SEC, State Rulemaking

More Posts from SEC Rulemaking

Knut’s Views

The CFP Board Steps Up (Almost)

The CFP Board has made an important step in addressing material conflicts. Can it shadow President Kennedy’s pledge – and get to the Moon?

More of Knut's Views

Institute & Industry Leaders

How Financial Planning Can Become a True Profession

by Ron A. Rhoades, JD, CFP®
There are many prerequisites to becoming a true profession. Have we satisfied those requirements? And if so – do we desire to take the next step – seeking true status as a profession through legislation?

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Fiduciary Doings

Tamar Frankel and Phyllis Borzi

 

The Institute organized a meeting to discuss common interests on Reg BI, the states and advocacy on January 16 in Washington. 22 leaders from nine advisor and consumer advocacy organizations attended.

Here, Phyllis Borzi (left) and Tamar Frankel, Institute Board of Advisor members, are seen readying to depart an Institute dinner, the evening before, where they led discussions.

 

Clark Blackman (left) and Chris Cannon, Real Fiduciary Practices Board members

 

Fiduciary Institute colors fly at CFA Institute conference. Clark Blackman (left) and Chris Cannon, Real Fiduciary Practices Board members, wear their 'Fiduciaries Rock' hats at the CFA event in Fort Lauderdale.