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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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 This site is no longer active.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

Institute & Industry Leaders

 

Chris Cannon, board member of the Institute's Real Fiduciary™ Practices and CFA Society Orlando, interviews Boston University Professor of Law Emerita, Tamar Frankel.

Frankel explains what led her to spend her career focusing on fiduciary law, what it means to be a fiduciary, and what conflicts of interest exist within the advisory space. She then offers her thoughts on what regulators should do to help eliminate these conflicts.

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