The Institute for the Fiduciary Standard

A resource site for investors, brokers, academics and the media.

Building a fiduciary culture of honesty, integrity, and expertise.

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.


Fiduciary September Events

More Events in Fiduciary September

Institute Initiatives

Institute Podcast Series

Kaleb Paddock, CFP® and Anne Marie Ashworth, CFP® discuss how a fiduciary avoids and mitigates conflicts of interest.

More Institute Initiatives

Institute and Industry Leaders

More Institute and Industry Leaders

“Fee-only Fiduciary Advice is Common Sense” Campaign

Fiduciary Common Sense E-book cover

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

What if …. We Tell Investors the Truth?

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.

More of Knut's Views

Advisor News

More Advisor News

John C. Bogle, 1929-2019

More of John C. Bogle

Allan Slider

 

Allan Slider, founder of FeeOnlyNetwork.com and a good friend of the Institute is interviewed by Kevin Price, Host of the Price of Business Show.

Slider explains in this interview why only 2% of financial advisors—those that are “fee-only”—can offer unbiased financial advice, free from the conflicts of commission, and are held to the highest standard of fiduciary care.

Carolyn McClanahan

 

"With the advent of 401(k)s and the decimation of pension plans to ensure financial security in old age, a fiduciary standard is more important than ever. The public needs to be confidant that advisors helping them plan for their retirement years always and only act in their best interest as a fiduciary. I'm happy to endorse organizations such as the Institute for the Fiduciary Standard that promote protections for those who need to secure their financial future."

- Carolyn McClanahan, Founder of Life Planning Partners