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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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Advisor News

Boomers at 80: Why The ‘Great Wealth Transfer’ May Never Come

By The Institute on February 3, 2026

Real Fiduciary Advisor, Stephen Roge, provides his take on boomers wealth transfer

Robinhood Wants to Become the Schwab of the Millennial Generation

By The Institute on January 10, 2026

Robinhood, led by Vlad Tenev and Steve Quirk, courts RIAs like Lawrence Glazer as it tries to become the Schwab of millennials.

Bill Harris on AI in financial advice

By The Institute on November 2, 2025

Harris drills down on how his new firm combines “Man and machine” to better serve clients

How to select an Adviser

By The Institute on June 28, 2025

Dave Bromelkamp’s “Fiduciary Firewall” says what consumers should do

Fisher launches website, fiduciary.com

By The Institute on June 10, 2025

Sending consumers to Fisher website is called “educational”

DOL Rescinds Caution on Crypto

By The Institute on June 1, 2025

Fiduciary Institute says action is a“Big mistake.”

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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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