Advisers, Planners, Experts, Scholars Assess the State of Fiduciary in 2025
Panels on September 2, 4, 9, 17, 18, 23, 24 and 25
Announcements
- Fiduciary September 2025 Program Announcement See dates / times and Zoom links here.
Program Videos
- Sept 9 Panel Video – “RIA Succession Planning: 100% or Majority Employee-owned”
- Sept 19 Panel Video – “PE and Alt Assets in a 401(k)? Good for retail investors?”
- Sept 23 Panel Video – “The Transparency Movement: the importance of fixed, flat, hourly fees and advice only”
- Sept 29 Panel Video – “BDs v IAs and Conflicts”
The Institute for the Fiduciary Standard is a not for profit formed in 2011 to provide research,
education and advocacy to consumers, policy makers and advisors on fiduciary principles and
practices. Fiduciary September is the largest annual conversation on the importance of fiduciary
advice. The Real Fiduciary™ Practices are written in plain language and set out what we believe
the most conscientious advisors and planners do. Visit www.thefiduciaryinstitute.org
