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.

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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 This site is no longer active.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

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 lead discussions.

 

Clark Blackman (left) and Chris Cannon, Real Fiduciary Practices Board members

 

Fiduciary Institute colors fly at CFA Institute conference. Clark Blackman (left) and Chris Cannon, Real Fiduciary Practices Board members, wear their 'Fiduciaries Rock' hats at the CFA event in Fort Lauderdale.