The Institute for the Fiduciary Standard

A resource site for investors, brokers, academics and the media.

Building a fiduciary culture of honesty, integrity, and expertise.

Main Content

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

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Institute Initiatives & News

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John C. Bogle, 1929-2019

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Chairman Clayton Has a Message for Investors

Jay Clayton, Chaiman of the U.S. SEC, attempts to "arm [investors] with the right information to ask the right questions and make the [right] choices" in the first video of five. The information, like Reg BI, is muddled.

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

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Knut’s Views

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Institute & Industry Leaders

A Disappointing Move by the CFP Board

Many financial advisors today, including CFPs, call themselves “fiduciaries” but still possess conflicts of interest that are often not properly managed.

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Fiduciary Doings

Tamar Frankel and Phyllis Borzi

 

The Institute organized a meeting to discuss common interests on Reg BI, the states and advocacy on January 16 in Washington. 22 leaders from nine advisor and consumer advocacy organizations attended.

Here, Phyllis Borzi (left) and Tamar Frankel, Institute Board of Advisor members, are seen readying to depart an Institute dinner, the evening before, where they led discussions.

 

Clark Blackman (left) and Chris Cannon, Real Fiduciary Practices Board members

 

Fiduciary Institute colors fly at CFA Institute conference. Clark Blackman (left) and Chris Cannon, Real Fiduciary Practices Board members, wear their 'Fiduciaries Rock' hats at the CFA event in Fort Lauderdale.