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.

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BEST PRACTICES
THE KEY TO PROFESSIONALISM


“Investors, the markets, and advisors need Best Practices to fulfill a fiduciary promise. A promise to defend, protect, and serve investors first.”

April 19 — Institute releases Self Assessment for advisors to evaluate their adherence to Best Practices and requests additional advisor comment by May 23.

See media advisory here.
See Self Assessment Verifications to Evaluate Adherence to Best Practices, April 12 draft here.

Institute Leaders


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Mary A. Malgoire, Founder of The Family Firm Inc., a fee-only financial advisory firm in Bethesda, Maryland, and Board Member of the Institute.

July 26 – Last week Mary Malgoire was interviewed by national radio host, Jill Schlesinger CFP®. Schlesinger is the Emmy-nominated, Business Analyst for CBS News and hosts a nationally syndicated radio show, Jill on Money. Mary spoke eloquently on the Institute’s Campaign for Investors, “fee-only” advice and the fiduciary standard. Jill calls Mary, “The Super Woman of Fee Only and Fiduciary.” Listen to this great interview here.


May 24, 2016 — Institute launches the Campaign for Investors

Read more about the Campaign for Investors