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.

Michael Zeuner

Michael Zeuner

BOD-zeunerMichael Zeuner is managing partner of WE Family Offices. Previously, Zeuner was, until October 2012, the Senior Executive Partner of GenSpring Family Offices, where he was responsible for the leadership and management of GenSpring’s network of local family offices in the United States and the delivery of the overall client experience. In addition, he was a member of the firm’s Operating Committee. Prior to his role at GenSpring, Zeuner was Managing Director and Global Head of Wealth Solutions at JP Morgan Private Bank

A management consultant by training, Zeuner led projects in the financial services area for both Andersen Consulting (now Accenture) and Booz, Allen & Hamilton. He joined Chase Manhattan in 1995 as Vice President in the investment bank, and moved to the private bank in 1997 to head up strategy and marketing worldwide. JP Morgan and Chase Manhattan merged in January 2002. Zeuner graduated from Brandeis University and earned an M.B.A. from the University of Chicago School of Business. He also studied at The London School of Economics.

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