The Fiduciary September 2021 program features six programs with nineteen experts, including Tamar Frankel, Luis Aguilar, Phyllis Borzi, Kara Stein, 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.
Since the 2008 SEC RAND Report, “investor confusion” has been the central story. The Institute argues that bad language, instead, is to blame.
Institute and Industry Leaders
SEC Chairman Gary Gensler has appointed Barbara Roper, Director of Investor Protection at CFA, as his senior advisor.
“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.
“Fiduciary September” was invented by the Institute for the Fiduciary Standard to remind investors and the planning profession why fiduciary advice matters.
Innovative fee models are challenging the 1% assets-under-management fee that has traditionally dominated the investment advisory world.
John C. Bogle, 1929-2019
Personal finance columnist Jane Bryant Quinn: ‘How Jack converted me and changed my life.’