Luis Aguilar, (left) Advisor to the Institute, will speak Sept 22 on the panel for The 2022 Frankel Prize honoree, Arthur Laby.
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.
“Fight on the beaches”
New pamphlet deploys Winston Churchill and Chief Justice Stone to argue for fiduciary duties.
Institute and Industry Leaders
Richard Wagner: “The Philosopher King” Of financial planning, says Neal Solomon
Since his 1990 essay, “To Think Like a CFP”, until his passing in 2017, Wagner led the movement for financial planning’s future. Chapter six of Financial Planning 3.0 is reproduced here.
“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.
Will You be My Fiduciary?
On this Valentine’s Day, let’s reflect on the necessity of trustworthy relationships!
Sara Grillo Challenges the Industry to be Transparent
In this podcast Sara drills down on what transparency means for advisors and their clients.
John C. Bogle, 1929-2019
What Would Jack Bogle Do? Ask Vanguard’s Clients
Knut writes about Vanguard culture as one of Jack Bogle’s lasting legacies