• Skip to primary navigation
  • Skip to main content

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.

  • About
    • Fiduciary Law
    • Board of Directors
    • Board of Advisors*
    • Chairman’s Council
    • Real Fiduciary™ Practices Board
  • Real Fiduciary™
    • Real Fiduciary™ for Investors
      • Real Fiduciary™ Advisor Registry
      • Why You Need a Real Fiduciary™ Advisor
    • Real Fiduciary™ for Advisors
      • Real Fiduciary™ Affirmation Program
      • Real Fiduciary™ Background
  • Fiduciary September
    • 2024
    • 2023
    • 2022
    • 2021
    • 2020
    • 2019
    • 2018
    • 2017
    • 2016
    • 2015
    • 2014
    • 2013
    • 2012
  • Frankel Prize
    • 2024
    • 2023
    • 2022
    • 2021
    • 2020
    • 2019
    • 2018
    • 2017
    • 2016
    • 2015
    • 2014
    • 2013
  • Programs
    • Leadership Through Fiduciary Program
    • “Raise Your Voice” Campaign
    • SEC Conduct Standards Rulemaking
    • Institute Initiatives & News
    • Personal Financial Planning Program Webinars
    • Prior Programs
      • Advisor On My Side
      • No Incidental Investor Initiative
      • Bogle Legacy Forum
        • Bogle Forum
        • Bogle Book
      • August 11th 2015
  • Research
    • Academic Papers
    • Legislation and Rulemaking
    • White Papers
    • Op-Ed Commentary
  • Jack Bogle
  • DOL 2023

2018 Frankel Fiduciary Prize

Awarded to Harold Evensky

Harold Evensky
2018 Frankel Fiduciary Honoree
Harold Evensky

About the Frankel Fiduciary Prize

The Institute for the Fiduciary Standard established the Frankel Fiduciary Prize to honor individuals who advance fiduciary principles. The Frankel Fiduciary Prize will be awarded annually to a person who has made significant contributions to the preservation and advancement of fiduciary principles in public life. The prize is named after Professor Tamar Frankel of the Boston University School of Law.  You can learn more about Professor Frankel’s research on fiduciary law here.

News

  • May 14, 2018 – Frankel Fiduciary Prize Selection Committee Seeks Nominations for Frankel Prize Honoring Individuals Making ‘Significant Contributions to Fiduciary Principles in Public Life’ 
  • July 24, 2018 – Harold Evensky, “Dean of Financial Planning,” Wins Frankel Fiduciary Prize 

Media

  • September 14, 2018 — Personal Financial Planning Professor Honored for Advancing Fiduciary Principles
  • September 18, 2018 — Exclusive Interview: Harold Evensky says DOL Fiduciary Opened “Good” Pandora’s Box
2018 Frankel Prize presentation

2018 Frankel Fiduciary Prize Award Program Videos

Welcome and Introductions

Advisory Panel

Law Panel

Award Presentation

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

  • Contact

 

  • LinkedIn
  • Twitter

Copyright © 2025 · Web Design by Milkweed Web