The Institute for the Fiduciary Standard

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Building a fiduciary culture of honesty, integrity, and expertise.

2017 Frankel Fiduciary Prize

Awarded to Barbara Roper

Barbara Roper
2017 Frankel Fiduciary Honoree
Barbara Roper

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.

News

Media

2017 Frankel Fiduciary Prize Award Program Videos

Barbara Roper accepting the Frankel Fiduciary Prize for 2017
Barbara Roper accepting the Frankel Fiduciary Prize for 2017

James Fleming Welcome to Boston University Law


Knut A. Rostad introduction to the program

Brooksley Born on Tamar Frankel

Arthur Laby interview of Tamar Frankel

Panel of industry leaders discuss fiduciary duties at a tipping point in 2017

Presentation of the Frankel Fiduciary Award to Barbara Roper

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