Advisors who communicate quickly, openly and honestly … will come out in a stronger position.
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
Institute Initiatives & News
The Institute for the Fiduciary Standard today announced that the 2019 Frankel Fiduciary Prize honoree is John H. Langbein.
John C. Bogle, 1929-2019
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.
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
SEC staff to issue two “Risk Alerts” for further guidance.
Conflicts of interest are a threat, but some regulators don’t seem to see the need to restrain them.
Institute & Industry Leaders
Many financial advisors today, including CFPs, call themselves “fiduciaries” but still possess conflicts of interest that are often not properly managed.