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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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  • Jack Bogle

John C. Bogle

What Would Jack Bogle Do? Ask Vanguard’s Clients

By The Institute on May 6, 2022

Knut writes about Vanguard culture as one of Jack Bogle’s lasting legacies

Webinar Virtual Discussion on the Legacy of Jack Bogle

By Knut Rostad on May 5, 2020

Personal finance columnist Jane Bryant Quinn: ‘How Jack converted me and changed my life.’

Investors Speak Out on Legacy of Jack Bogle

By Knut Rostad on January 8, 2020

A first-of-its-kind opinion survey released by the Institute for the Fiduciary Standard for the ‘Friends of Jack’ reveals Jack Bogle’s principles are fixed in the American mind.

Vanguard Founder, John C. (Jack) Bogle’s Investing Principles Are Widely Supported by Investing Public, New Survey Finds

By Knut Rostad on January 8, 2020

Jack Bogle via Vimeo

January 8 release of the survey, the results of the survey and several experts who will share their views of Jack Bogle or speak on the survey results regarding his principles, impact on investing and the remarkable story which is Vanguard.

Jack Bogle: Capitalist rock star

By Knut Rostad on May 21, 2019

The Man in the Arena, edited by Knut A. Rostad

Bogle’s impact on investing, investors and the markets place him among the most important political and business actors globally in the last half century

Tributes to John Bogle pour in from SEC, retirees, and a Collegeville pizza parlor

By Knut Rostad on January 21, 2019

John C. Bogle

Tributes from around Philadelphia, and the country, have poured in for the late Vanguard founder John C. Bogle, who insisted everyone call him “Jack.”

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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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