• 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
    • 2024
    • 2023
    • 2022
    • 2021
    • 2020
    • 2019
    • 2018
    • 2017
    • 2016
    • 2015
    • 2014
    • 2013
    • 2012
  • Frankel Prize
    • 2024
    • 2023
    • 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
  • DOL 2023

Institute Initiatives

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

Best Pratices Affirmation Program Webinar

By Knut Rostad on February 5, 2017

PagnatoKarp Joins Institute for the Fiduciary Standard Chairman’s Council

By Knut Rostad on July 19, 2016

Pagnato Karp logo

Founding Partner Paul Pagnato, citing the DOL Fiduciary Rule as a nudge to “Ensure our client’s best interests come first,” forms own RIA as the next step to provide “premiere service.”

Institute launches the Campaign for Investors

By Knut Rostad on May 26, 2016

National Constitution Center Credit: Stefan Ogrisek via Flickr

The Institute for the Fiduciary Standard today launched its Campaign for Investors, a groundbreaking initiative to help investors find financial advisors who best meet their needs and serve their interests first.

May 24 Campaign for Investors Program Schedule

By Knut Rostad on May 12, 2016

National_Constitution_Center

May 24 “Campaign for Investors” Program Schedule: Registration will begin at 8.15. The program will start at 9.00 AM and finish at 12.30.

Aguilar, Borzi, Bogle to Help Launch Campaign for Investors May 24

By Knut Rostad on May 11, 2016

National_Constitution_Center

On May 24, 2016, the Institute for the Fiduciary Standard will launch its Campaign for Investors at the National Constitution Center in Philadelphia.

Putting Investors First Presentation

By Knut Rostad on May 6, 2016

CFA Institute Logo

On May 3, 2016, Knut A. Rostad, president of the Institute for the Fiduciary Standard called on CFA Orlando members to think big about ‘Putting Investors First’ month and to make Orlando“Investors’ Best City in America” for investment and financial advice.

  • « Go to Previous Page
  • Page 1
  • Interim pages omitted …
  • Page 6
  • Page 7
  • Page 8
  • Page 9
  • Page 10
  • Go to Next Page »

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 © 2025 · Web Design by Milkweed Web