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.

You are here: Home / 2016 Frankel Fiduciary Prize

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.

Allan Slider

 

Allan Slider, founder of FeeOnlyNetwork.com and a good friend of the Institute is interviewed by Kevin Price, Host of the Price of Business Show.

Slider explains in this interview why only 2% of financial advisors—those that are “fee-only”—can offer unbiased financial advice, free from the conflicts of commission, and are held to the highest standard of fiduciary care.

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."

- Carolyn McClanahan, Founder of Life Planning Partners