The Fiduciary September 2020 program featured seven programs with seventeen experts, including Tamar Frankel, Luis Aguilar, Phyllis Borzi, and others.
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
Since the 2008 SEC RAND Report, “investor confusion” has been the central story. The Institute argues that bad language, instead, is to blame.
Institute and Industry Leaders
Carolyn McClanahan’s transition from being a physician to the financial planning industry. She calls for a better duty of care to the client.
“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.
Part three of a series where Knut Rostad, President of the Institute, argues that the SEC should be telling investors the simple truth about sales vs. advice.
The SEC has been intense about ESG and wait-and-see on Reg BI. But investor advocates are optimistic about the “most investor-centric commission in 20 years.”
John C. Bogle, 1929-2019
Personal finance columnist Jane Bryant Quinn: ‘How Jack converted me and changed my life.’