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2016 Frankel Fiduciary Prize

Awarded to Phyllis C. Borzi

Phyllis C. Borzi
Phyllis C. Borzi

About the Frankel Fiduciary Prize

The Institute for the Fiduciary Standard established the Frankel Fiduciary Prize to honor individuals who advance fiduciary principles. The Frankel Fiduciary Prize will be awarded annually to a person who has made significant contributions to the preservation and advancement of fiduciary principles in public life. The prize is named after Professor Tamar Frankel of the Boston University School of Law.  You can learn more about Professor Frankel’s research on fiduciary law here.

Frankel Fiduciary Prize 2016 Program

Frankel Fiduciary Prize 2016 Program Speakers’ Biographies

News

Read more on Fiduciary September 2016 News and Media Coverage

Phyllis Borzoi and Jim Lumberg at the 2016 Frankel Prize Dinner
Phyllis Borzi and Jim Lumberg at the 2016 Frankel Prize Dinner

Frankel Prize Presentation Videos

Part I – Knut Rostad welcomes attendees to Frankel Fiduciary Prize 2016 program. Tamar Frankel, offers a special introduction to the program.

Part II – Dallas Salisbury, Resident Fellow, President Emeritus, ERBI, delivers remarks of Robert A. G. Monks to Phyllis Borzi.

Part III – Panel participants, Barabara Roper, Joe Peiffer, David Certner and Stephen Hall (moderator) discuss “The DOL Rule in the March of History.”

Part IV – Deborah DeMott delivers remarks from the nomination committee on the selection of PhyllisBorzi.

Part V – Knut Rostad adds comments on the 2016 honoree.


Part VI– Phyllis Borzi accepts the Frankel Fiduciary Prize.

Fiduciary Doings

Tamar Frankel and Phyllis Borzi

 

The Institute organized a meeting to discuss common interests on Reg BI, the states and advocacy on January 16 in Washington. 22 leaders from nine advisor and consumer advocacy organizations attended.

Here, Phyllis Borzi (left) and Tamar Frankel, Institute Board of Advisor members, are seen readying to depart an Institute dinner, the evening before, where they led discussions.

Carolyn McClanahan

 

"With the advent of 401(k)s and the decimation of pension plans to ensure financial security in old age, a fiduciary standard is more important than ever. The public needs to be confidant that advisors helping them plan for their retirement years always and only act in their best interest as a fiduciary. I'm happy to endorse organizations such as the Institute for the Fiduciary Standard that promote protections for those who need to secure their financial future."