- Best Practices
- Fiduciary September
- Campaign for Investors
Welcome to the Institute for the Fiduciary Standard!
The Institute is a nonprofit formed in 2011 to benefit investors and society through its research, education and advocacy of the fiduciary standard’s importance to investors, our capital markets and economy.
Six key fiduciary duties embody the fundamental elements of an investment fiduciary’s responsibility. Learn more about those duties here.
September 25, 2017 – Tamar Frankel to Receive Ruth Bader Ginsburg Lifetime Achievement Award
The award honors a lawyer whose work has had a significant impact on women, the legal community, and the academy.
Professor of Law and Michaels Faculty Research Scholar Tamar Frankel has been selected to receive the Ruth Bader Ginsburg Lifetime Achievement Award from the American Association of Law School’s (AALS) Section on Women in Legal Education.
October 4, 2017 – SEC chief Jay Clayton tells lawmakers agency is drafting its own fiduciary duty rule by Mark Schoeff Jr. (Investment News)
August 31, 2017 – Fiduciary rule may be neutered by new DoL proposal, critics say by Kenneth Corbin (Financial Planning)
August 17, 2017 — Fiduciary double standard gives robos a free ride by Scott MacKillop (Investment News)
August 16, 2017 — Anticipating delay to DOL fiduciary rule, broker-dealers and RIAs change course by reg Iacurci (Investment News)