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
Kaleb Paddock, CFP® and Anne Marie Ashworth, CFP® discuss how a fiduciary avoids and mitigates conflicts of interest.
Institute and Industry Leaders
Tobias Salinger’s 2020 article “A Question of Conflict” won a SABEW award in the Personal Finance category
“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.
Rather than championing the mantra of “investor confusion,” the SEC should do as CFA Institute did: Tell investors the truth on how brokers and advisers differ.
The Department of Labor is re-evaluating the fiduciary rule for the third time. This time, it could have teeth.
John C. Bogle, 1929-2019
Personal finance columnist Jane Bryant Quinn: ‘How Jack converted me and changed my life.’