- 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 19, 2017 – “Clients are also going to want to have more transparency about the all-in costs, not just the costs of advice.
They will want to know who is getting paid for what and how that is affecting them as a buyer of financial services.
You’re starting to see this in some cases, but it’s nowhere near where it will be within three years.
Going forward, we’ll have more-informed [Investors] who are going to know what questions to ask.”
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)