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.

Programs

 

John C. Bogle

August 11th, 2015 – Celebration of 4th Anniversary of the Institute

Las Vegas Survivors Website

Las Vegas Survivors Website

This site was put in place by the Institute for the Fiduciary Standard to aid the survivors of the Las Vegas shooting attack to provide free financial advice from pro-bono fiduciary advisors. This site is no longer active.

Many thanks to the advisors who volunteered their time to assist the survivors.


9M Investments, LLC
Achievable Wealth LLC
Allodium Investment Consultants
Apropos Financial Planning
Atlantic Financial Plan
Bay Capital Advisors
Bluestem Financial Advisors
Bluestem Financial Advisors
Boardwalk Financial Strategies LLC
Broadhurst Financial
Clarity Asset Management, Inc.
Clarity Capital Management
Cole FP and Wealth Management
Conklin Financial Planning
Family First Financial Planning
Fiscal Fitness, LLC
Four Ponds Financial Planning LLC
Franklin Financial Planning
Freedom Financial & Business Planning LLC
Gibson Financial Solutions, Inc.
Growing Fortunes Financial Partners LLC
Growing Fortunes Financial Partners LLC
HC Financial Advisors, Inc.


Insight Personal Finance
Johnson Lyman Wealth Advisors
Johnson Lyman Wealth Advisors
Live, Learn, Grow Wealth Management, LLC
MainStreet Financial Planning, Inc.
MainStreet Financial Planning, Inc.
Merit Financial Partners, LLC
Oak Street Advisory Group
Personal Path Financial Planning
Polero ICE Advisers
Rall Capital Management
Redrock Wealth Management
Regency Wealth Management
Safe Harbor Financial Planning
Sheldon Financial Planning LLC
Stonegate Wealth Management
Strada
Synergy Financial Planning, an office of Garrett Investment Advisors, LLC
The Planning Center
Timmermann Financial Planning
VEO Financial Counsel Garrett Investment Advisors
WE Family Offices
Wealth Mode Financial Planning

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