• Skip to primary navigation
  • Skip to main content

The Institute for the Fiduciary Standard

A resource site for investors, brokers, academics and the media.

  • LinkedIn
  • Twitter

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

  • About
    • Fiduciary Law
    • Board of Directors
    • Board of Advisors*
    • Chairman’s Council
    • Real Fiduciary™ Practices
  • Real Fiduciary™ for Investors
    • Why You Need a Real Fiduciary™ Advisor
    • Real Fiduciary™ Advisor Registry
  • Real Fiduciary™ for Advisors
    • Real Fiduciary™ Affirmation Program
      • Real Fiduciary™ Background
  • Fiduciary September
    • 2020
    • 2019
    • 2018
    • 2017
    • 2016
    • 2015
    • 2014
    • 2013
    • 2012
  • Frankel Prize
    • 2020
    • 2019
    • 2018
    • 2017
    • 2016
    • 2015
    • 2014
    • 2013
  • Programs
    • Leadership Through Fiduciary Program
    • “Raise Your Voice” Campaign
    • SEC Conduct Standards Rulemaking
    • Institute Initiatives & News
    • Personal Financial Planning Program Webinars
    • Prior Programs
      • Advisor On My Side
      • No Incidental Investor Initiative
      • Bogle Legacy Forum
        • Bogle Forum
        • Bogle Book
      • August 11th 2015
  • Research
    • Academic Papers
    • Legislation and Rulemaking
    • White Papers
    • Op-Ed Commentary
  • Jack Bogle’s Legacy
You are here: Home / The Frankel Fiduciary Prize

The Frankel Fiduciary Prize

Frankel Fiduciary Prize Selection Committee

The Frankel Fiduciary Prize Selection Committee considers nominations of individuals whose work in the public or private sectors has made significant contributions to preserving or advancing fiduciary principles in public life, or to educating the public about issues related to the fiduciary standard. The Selection Committee considers a broad range of candidates, including regulators, political leaders, academics, journalists, advocates and practitioners.


Deborah Demott
Professor of Law
Duke University

Deborah Demott is the David F. Cavers Professor of Law at Duke University where she focuses her scholarship and teaching on the law of agency, business organizations, fiduciary obligation, and art law. She has served as sole Reporter for the American Law Institute’s Restatement (Third) of Agency, published in 2006, and has authored numerous articles in addition to a treatise on shareholder derivative actions and a casebook on Fiduciary Obligation, Agency and Partnership. Additionally, DeMott has taught at numerous reputable institutions including LSE, University of Sydney, and others.


Michael Koffler
Michael Koffler
Partner
Eversheds Sutherland

Michael Koffler is a partner at Eversheds Sutherland (US), where he guides investment advisers, broker-dealers and investment funds in their compliance with federal and state securities laws and regulations, and SRO rules. Koffler advises clients on the full spectrum of business operations, including advertising, portfolio management, trading, internal controls, compliance programs, mergers and acquisitions and other management issues. He also counsels other financial institutions—banks and insurance companies—on securities issues associated with the management and distribution of investment products.


Robert Sitkoff
Robert H. Sitkoff
Professor of Law
Harvard Law School

Robert Sitkoff is the John L. Gray Professor of Law at Harvard Law School, where he was the youngest professor with tenure to receive a chair in the history of the school. Sitkoff previously taught at New York University School of Law and at Northwestern University School of Law. He has won three distinguished teaching awards. Sitkoff serves as an advisory consultant and expert witness in litigation and regulatory matters involving wills, trusts, estates, and fiduciary administration. He has also led training workshops for trust officers and other professional fiduciaries.


Clark M. Blackman II
Founder, President, and CEO
Alpha Wealth Strategies

Clark M. Blackman II has been recognized by Worth magazine as one of the “Best Financial Advisors in America” from 1996 to 2004. He has contributed to four books on financial and investment planning and fiduciary issues, one of them entitled: The New Fiduciary Standard. Blackman has served as chairman of the Executive Committee of the AICPA® Personal Financial Planning Division and participates on that organization’s Fiduciary and Professional Standards Task Forces. He is also a founding member and charter steering committee member of The Committee for the Fiduciary Standard, and served on the Best Practices Board of the Institute for the Fiduciary Standard.


Knut A. Rostad
Knut A. Rostad
President
Institute for the Fiduciary Standard

Knut A. Rostad, MBA co-founded and chaired the Committee for the Fiduciary Standard and co-founded and is president of the Institute for the Fiduciary Standard, a nonprofit formed in 2011 to advance the fiduciary standard through research, education and advocacy. He served as the regulatory and compliance officer at Rembert Pendleton Jackson, a registered investment adviser in Falls Church, Virginia, for ten years until early in 2015.


Former Frankel Fiduciary Prize Honorees

  • Harold Evensky
    2018 Harold Evensky
  • Barbara Roper
    2017 Barbara Roper
  • Phyllis C. Borzi
    2016 Phyllis C. Borzi
  • David Swensen
    2015 David Swensen
  • Gary Gensler
    2014 Gary Gensler
  • Bob Monks, Frankel Prize
    2013 Bob Monks

About the Frankel Fiduciary Prize

The Institute for the Fiduciary Standard established the Frankel Fiduciary Prize in April 2013 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.

2018 Frankel Fiduciary Prize

2017 Frankel Fiduciary Prize

2016 Frankel Fiduciary Prize

2015 Frankel Fiduciary Prize

2014 Frankel Fiduciary Prize

2013 Frankel Fiduciary Prize

Allan Slider

 

Allan Slider, founder of FeeOnlyNetwork.com and a good friend of the Institute is interviewed by Kevin Price, Host of the Price of Business Show.

Slider explains in this interview why only 2% of financial advisors—those that are “fee-only”—can offer unbiased financial advice, free from the conflicts of commission, and are held to the highest standard of fiduciary care.

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

  • Contact

 

  • LinkedIn
  • Twitter

Copyright © 2021 · Web Design by Milkweed Web