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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.

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Blog

Sheryl Garrett, a financial planning pioneer, sells her planning network, after tragedy and soul-searching; members buying her out will preserve her legacy and open firm to managers

By Bridget Gibbons on July 1, 2024

Members are broadening the business model, with her blessing; Garrett will retain a board seat and focus on raising fruits and vegetables on her Arkansas farm.

Course Preps Planning Leaders in Dick Wagner’s Vision

By The Institute on April 30, 2024

‘Making the Future of Financial Planning’ course led by luminary faculty

The Failure of Reg BI and the Death of Fiduciary Principles

By Knut Rostad on April 9, 2024

Policy failures lead to end of fiduciary principles

How to Choose a Financial Planner

By The Institute on February 27, 2024

Knowing how your financial advisor makes money can help you, the consumer, make a well-informed decision. This article attempts to arm consumers with tools they can use to get the best money advice possible.

There’s Passion about AI among Advisors

By The Institute on February 7, 2024

dan

Dan Solin: “I’m not so sure” clients will always need a human touch

Fiduciary Lessons from the Iowa Caucuses

By Knut Rostad on January 23, 2024

It’s not about who will win the Election in November

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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

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