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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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  • DOL 2023

Knut's Views

2024 Frankel Fiduciary Prize

By The Institute on October 10, 2024

Awarded to Bob Veres About the Frankel Fiduciary Prize

The Failure of Reg BI and the Death of Fiduciary Principles

By Knut Rostad on April 9, 2024

Policy failures lead to end of fiduciary principles

Fiduciary Lessons from the Iowa Caucuses

By Knut Rostad on January 23, 2024

It’s not about who will win the Election in November

DOL Rule Opponents Seek to Eliminate Fiduciary Advice

By Knut Rostad on January 8, 2024

In testimony, eight groups don’t make a single mention of conflicts’ harms to investors

Professor Tamar Frankel Talks About Fiduciary at 60

By Knut Rostad on December 20, 2023

The DOL Rule is Needed to Remind the Industry That Conflicts of Interest are a “Mortal Threat” to Advice

The Financial Industry, like Mary Poppins, Claims to be Practically Perfect

By Knut Rostad on November 14, 2023

Securities Industry to DOL on Fiduciary: We’re Perfect, Leave us Alone

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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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