On Sept. 29 4 – 5:30 PM ET, a two-part webinar will honor Ron A. Rhoades as the winner of the 2020 Frankel Fiduciary Prize.
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
Ron A. Rhoades is the 2020 honoree of the Frankel Fiduciary Prize, named after Law Professor Tamar Frankel.
John C. Bogle, 1929-2019
Personal finance columnist Jane Bryant Quinn: ‘How Jack converted me and changed my life.’
“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.
The 40 Act has been effectively repealed. But its passing has gone unnoticed. In the long shadow of the market crash and severe depression, the 40 Act was the equivalent of investors’ civil rights legislation.
Democrats scraping the Trump administration’s reforms hinges on who’s picked to lead the SEC