New Maryland bill would require financial professionals to act ‘without regard to’ their own financial gains
Welcome to the Institute for 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.
Personal courage and notions of fairness and justice have inspired the American journey to a more perfect union. In finance and advice, this journey leads to a North Star called the fiduciary standard.
Institute Must Reads
Investors are not confused. They do not lack the capacity to think through the information they are given. They are not “forgetful.” However, they do misunderstand how brokers and advisers differ because the information they get from the industry is unclear or misleading.
Institute & Industry Leaders
Jack Bogle’s passing, at 89, richly deserves the huge accolades he is receiving. He was a model public servant operating in the private sector.
“Leadership Through Fiduciary” Program October 15, 2018
(left to right) Tom Orecchio, Modera Wealth Management, Dan Moisand, Moisand, Fitzgerald Tamayo, Joel Isaacson, Joel Isaacson & Co., Paula Hogan, Hogan Financial (Moderator)
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 Rulemaking
Testimony of Tamar Frankel, LL.M. S.J.D. Professor of Law EmeritaBoston University School of LawBefore the N.J. Bureau of Securities Re: Fiduciary Duty/Pre-Proposal on November 19, 2018
Bogle’s impact on investing, investors and the markets place him among the most important political and business actors globally in the last half century
Board of Advisor member, Phyllis Borzi, Director, Jim Patrick, and Knut Rostad speak on a panel of the state of fiduciary in Las Vegas at the MarketCounsel Summit, December 6, 2018.