BD lobbyists claim fiduciary rules harm investors while AARP members call for New Jersey to proceed with its own rule.
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.
Institute Must Reads
Institute Initiatives & News
Reg BI is now a reality. How do independent real fiduciary advisers effectively differentiate what they do from what the brokerage industry says?
John C. Bogle, 1929-2019
Bogle’s impact on investing, investors and the markets place him among the most important political and business actors globally in the last half century
Brian Hamburger at the MarketCouncel Summit
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.
Advocacy on SEC, State Rulemaking
The proposed Massachusetts Adviser Straight Talk Disclosure is a simple, direct and commonsense approach to informing adviser clients of key information. It can increase investor comprehension of fees and services.
Do these groups, as SEC Chairman Clayton suggests, have a “lack of understanding” of the law?
Institute & Industry Leaders
Meet Margaret from Maryland. She had been relying on the advice of brokers for many years but contacted a fiduciary (CFP®) for a second opinion when the broker recommended that she buy another annuity to add to the two she’d already been sold.