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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

Fiduciary September 2022 Program

August 29, 2022

Luis Aguilar, (left) Advisor to the Institute, will speak Sept 22 on the panel for The 2022 Frankel Prize honoree, Arthur Laby.

Prior Fiduciary September Programs

Institute Initiatives

“Fight on the beaches”

September 28, 2022

New pamphlet deploys Winston Churchill and Chief Justice Stone to argue for fiduciary duties.

More Institute Initiatives

Institute and Industry Leaders

Real Fiduciary Advisors Year-End Meeting

December 17, 2022

The Institute was joined by Ron Rhoades, Phyllis Borzi, Eileen Stevens, and James Tierney for a discussion of “fiduciary” in both 2022 and 2023.

More Institute and Industry Leaders

“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.