The Institute for the Fiduciary Standard

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

Brie Williams Instrumental in Garnering Asset Manager – Thought Leadership Education Award

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brie-williams
Brie P. Williams, Head of Practice Management, State Street Global Advisors

Sept. 29 – Congratulations to Brie Williams, Vice President of State Street Global Advisors. Brie’s research on the link between fee transparency and advisor value garnered the 2016 Asset Manager—Thought Leadership Education Award for State Street Global. Recently, Ms. Williams presented her research at the Institute for the Fiduciary Standard / Wealth Management webinar , “Myths and Realities of Investor Distrust: Causes and Cures.” You can view her presentation material here.

Dan Moisand

 

Dan Moisand is a nationally recognized fiduciary fee-only financial planner, an Institute Real Fiduciary™ Advisor and Chair-elect of the CFP Board.

The Institute has enshrined the ‘Moisand Rule’ on fiduciary practices. It is basic and is more important today than ever: “You have to avoid conflicts. If I avoid a conflict, I don’t worry about it.”

Watch the video of Moisand speaking here.

Bob Veres

 

Bob Veres is a long term observer of financial planning. His Newsletter, “Inside information” Is a staple of leading planners. In the May edition he writes about fiduciary and the Institute.

"But a much bigger point is that the fiduciary standard—as Knut Rostad of the Institute for the Fiduciary Standard has pointed out—has been determined by the Supreme Court (1963 ruling) to be at the very heart of the Investment Advisers Act of 1940. It is the foundation of what it means to be an RIA registered with the SEC instead of a tipster or a tout."

- Bob Veres, Parting Thoughts ... The SEC's Own Compliance Culture