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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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Knut's Views

Fee compensation is integral to fiduciary advice

By Knut Rostad on May 13, 2025

Rostad rebuts the argument that comp method is irrelevant to fiduciary advice

Fiduciary: the soul of planning and advice

By Cayman Powell on April 17, 2025

In this NAPFA podcast, Rostad discusses what planners can do to preserve fiduciary

Reg BI compliance is under scrutiny

By Knut Rostad on February 11, 2025

Finra’s 2025 oversight report reveals massive Reg BI failures

Jimmy Carter was an unabashed public fiduciary

By Knut Rostad on January 9, 2025

Fiduciary advisers can learn from what Carter did

The holidays are time for family, friends and reflection

By Knut Rostad on December 27, 2024

Knut asks if Santa Claus, as portrayed in Miracle of 34th Street, is a fiduciary

‘Streetfighting saint’ Bob Veres takes 2024 Tamar Frankel prize for decades of unstinting, sometimes ‘scathing’ commentary and a ‘secret sauce’ to ferret out facts

By The Institute on November 5, 2024

The Institute for the Fiduciary Standard awarded the 2024 Frankel Fiduciary prize to industry veteran Bob Veres.

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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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