The Institute for the Fiduciary Standard

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Jack Bogle’s Legacy and the Friends of Jack

John "Jack" Bogle
Jack Bogle speaking at an Institute event at National Constitution Center in Philadelphia, May 26, 2016.

This section on the legacy of Jack Bogle reports on news and an initiative by the Friends of Jack (FOJ). The group came together in 2019 to help secure and disseminate Jack Bogle’s legacy. The FOJ sponsored the survey and the Institute for the Fiduciary Standard to advance its mission.

Recent Activites

John C. Bogle Survey, January 8, 2020

Webinar Virtual Discussion on the Legacy of Jack Bogle

Additional Content on Jack Bogle’s Legacy

Friends of Jack

The Friends of Jack (FOJ) is a group of friends and associates of Jack Bogle who formed to help secure and disseminate the Vanguard founder’s legacy. The FOJ sponsored the survey and the Institute for the Fiduciary Standard’s project to advance its mission. This survey is the group’s first initiative. Additional initiatives will follow. The group members are:

  • Ted Aronson, Managing Principal, AJO
  • Cliff Asness, Managing and Founding Principal, AQR
  • Alan Blinder, Professor of Economics and Public Affairs, Princeton University
  • Steven Galbraith, Managing Member, Kindred Capital Advisors  
  • Andy Golden, President, PRINCO, Princeton University 
  • Andrew Lo, Professor of Finance, Sloan School of Management, MIT
  • Mike Nolan, former assistant to Jack Bogle, Communications Manager, Vanguard
  • Kurt Schacht, Managing Director, CFA Institute
  • JC de Swaan, Partner, Cornwall Capital and Lecturer, Princeton University  
  • Knut Rostad, President, Institute for the Fiduciary Standard       

Institute for the Fiduciary Standard

For more information, contact Knut A Rostad at [email protected]. The Institute for the Fiduciary Standard it is a non-profit formed in Virginia to benefit investors and society by advancing fiduciary principles through research, education and advocacy. For more information, go to: www.thefiduciaryinstitute.org.

Rockland Dutton Research & Consulting

Rockland Dutton Research & Consulting (RDR&C) https://www.rocklanddutton.com was formed in mid-2017 by two veteran opinion researchers to provide clients with research, insights, analytics and measurement to address business and organizational problems and opportunities.

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