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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

Society and Fiduciary Advice Depend on Social Guardrails

By Knut Rostad on October 12, 2023

Industry and regulatory deficits in fiduciary care are evidence of “No guardrails”

Massachusetts Scores a Victory for Fiduciary Advice

By Knut Rostad on September 11, 2023

Massachusetts Supreme Court Ruling further protects investors from financial harm

Leadership and Character on Memorial Day

By Knut Rostad on May 25, 2023

Memorial Day is a good time to remember the central role that character development plays in
Officer training

The Battle for Fiduciary Standards in Massachusetts

By Knut Rostad on May 12, 2023

To fight for the Fiduciary Standard in Massachussetts we need accountability in the courts and laws to uphold it

Why Financial Literacy Programs Fail

By Knut Rostad on April 24, 2023

Advisors need to step up to enhance and promote Financial Literacy programs

The Fiduciary is the “Decider”

By Knut Rostad on March 23, 2023

The DOL ESG rule matters because it affirms that fiduciaries, not politicians, must decide what’s prudent.

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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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