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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Institute Initiatives

Actions and programs of the Institute.  Visit the Institute Initiatives archive to view initiatives prior to 2018.

Webinar on Best Practices Affirmation Program

Hosted by Garrett Planning Network, July 20, 11 am CDT   Download the webinar presentation PDF here.   Sheryl Garrett, leader of the hourly financial planning movement, says Institute for the Fiduciary Standard program provides much-needed clarity to help investors know what to expect from a fiduciary advisor.                 […]

Fiduciary Doings

Tamar Frankel and Phyllis Borzi

 

The Institute organized a meeting to discuss common interests on Reg BI, the states and advocacy on January 16 in Washington. 22 leaders from nine advisor and consumer advocacy organizations attended.

Here, Phyllis Borzi (left) and Tamar Frankel, Institute Board of Advisor members, are seen readying to depart an Institute dinner, the evening before, where they lead discussions.

 

Clark Blackman (left) and Chris Cannon, Real Fiduciary Practices Board members

 

Fiduciary Institute colors fly at CFA Institute conference. Clark Blackman (left) and Chris Cannon, Real Fiduciary Practices Board members, wear their 'Fiduciaries Rock' hats at the CFA event in Fort Lauderdale.