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

Fiduciary Leaders Call on SEC to Repair Defects of Rulemakings and Interpretation to Restore Investor Trust
Major repairs to Reg BI, Form CRS and Adviser Act guidance are proposed to affirm broker and adviser differences and to level with investors
Ron Rhoades Wins Frankel Prize

Ron Rhoades Wins Frankel Prize
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.
Knut’s Views

Is Financial Planning a Profession? Does it Matter?
Skip Schweiss wants planners and consumers to know financial planning is not yet a profession.
Advisor News

Fiduciary Advocates Urge SEC to Rename Reg BI, Eliminate Broker Conflicts
In addition changing Reg BI’s nomenclature, the Institute for the Fiduciary Standard called for many changes by the SEC.
John C. Bogle, 1929-2019

Webinar Virtual Discussion on the Legacy of Jack Bogle
Personal finance columnist Jane Bryant Quinn: ‘How Jack converted me and changed my life.’