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.

Leadership through Fiduciary Program

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The Institute puts on a day-long program at the NAPFA Fall conference on the practices that differentiate fiduciary, fee-only advisors from sales brokers. Read more about the 2018 program here.

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 led discussions.

Carolyn McClanahan

 

"With the advent of 401(k)s and the decimation of pension plans to ensure financial security in old age, a fiduciary standard is more important than ever. The public needs to be confidant that advisors helping them plan for their retirement years always and only act in their best interest as a fiduciary. I'm happy to endorse organizations such as the Institute for the Fiduciary Standard that promote protections for those who need to secure their financial future."