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
Major repairs to Reg BI, Form CRS and Adviser Act guidance are proposed to affirm broker and adviser differences and to level with investors
“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.
Skip Schweiss wants planners and consumers to know financial planning is not yet a profession.
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
Personal finance columnist Jane Bryant Quinn: ‘How Jack converted me and changed my life.’