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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

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

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.