The Institute for the Fiduciary Standard

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Investors Speak Out on Legacy of Jack Bogle

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A first-of-its-kind opinion survey released by the Institute for the Fiduciary Standard for the ‘Friends of Jack’ reveals Jack Bogle’s principles are fixed in the American mind.

The Friends of Jack (FOJ) is a group of friends and associates of Jack Bogle who formed to help secure and disseminate the Vanguard founder’s legacy. The FOJ sponsored the survey and the Institute for the Fiduciary Standard’s project to advance its mission.

Visit our Jack Bogle’s Legacy page to read the January 8 release of the survey, the results of the survey and several experts who will share their views of Jack Bogle or speak on the survey results regarding his principles, impact on investing and the remarkable story which is Vanguard.

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