• 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
    • 2022
    • 2021
    • 2020
    • 2019
    • 2018
    • 2017
    • 2016
    • 2015
    • 2014
    • 2013
    • 2012
  • Frankel Prize
    • 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

Campaign for Investors

National Initiative to Educate and Empower

The Campaign for Investors is a groundbreaking national initiative to educate and empower investors and financial advisors on working together to serve investors’ best interests.

Overseen by the Institute for the Fiduciary Standard, the Campaign will provide tools and resources to educate investors on their rights when working with an advisor, as well as provide advisors with the guidance they need to best meet their clients’ interests and remain essential in an increasingly competitive industry.


News from the Campaign

  • May 24, 2016  — Institute Launches Campaign for Investors
  • May 12, 2016  — Campaign for Investors Program Schedule
  • May 11, 2016  — Aguilar, Borzi, Bogle to Help Launch Campaign for Investors May 24

Media Coverage

  • Forbes  —  June 9, 2016:  Five Ways To Avoid Financial Adviser Fraud)
  • WGN Morning News  —  June 2, 2016: Terry Savage on financial trust
  • Huffington Post  —  May 30, 2016: Campaign for Investors: Help for You
  • Market Watch  — May 26, 2016: John Bogle says extend ‘clients first’ fiduciary rule to all investors
  • Chicago Tribune  — May 26, 2016: Fiduciary rule can’t come soon enough for retirement investors
  • Benefits Pro  — May 26, 2016: What I can’t tell you about my dinner with Phyllis Borzi
  • Financial  Planning  — May 25, 2016: Fiduciary rule won support from a surprising contingent
  • ThinkAdvisor — May 25, 2016: DOL Will Rely on Consumers, Advisors to Help Enforce Fiduciary Rule: Borzi
  • Wealth Management — May 25, 2016: Institute for Fiduciary Standard Launches ‘Campaign for Investors’
  • FiduciaryNews.com — May 24, 2016: Bogle: “New Fiduciary Rule is Just the Beginning”
  • Philly.com — May 24, 2016: Vanguard’s Bogle lauds new fiduciary-duty standard for retirement advice
  • Investment News — May 24, 2016: Err on the side of caution with DOL fiduciary rule, Phyllis Borzi advises

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 © 2023 · Web Design by Milkweed Web