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 Advisors Do More For Investors!

Abacus Planning Group • Aegis Financial Advisory • Aegis Wealth Group • Alpha Wealth Strategies • Atlantic Financial Planning • Charleston Financial Advisors • Connectum • Connemara Group • Dedora Capital • Epsilon Financial Group • Elements 5 Investment Management • Fiduciary Wealth Partners • Fieldstone Financial • Financial Life Advisors • First Ascent Asset Management • FirstTrust • Focused Finances, LLC • Hogan Financial • ISI Financial Group • Marrs Wealth Management • Moisand Fitzgerald Tamayo • Pagnato Karp • Polero Ice Advisers • Resource Advisory Services • Schulz Wealth • Tobias Financial Advisors •
WE Family Offices

Learn about these firms here

December 16th – Industry leader, Moisand Fitzgerald Tamayo, announces decision to subscribe to Best Practices.

In the video above, Dan Moisand states, “To make crystal clear our undivided loyalty to our clients and to make it easy for our clients to maintain their confidence that we are advising them solely in their best interests, we are pleased to announce we have become one of the very first firms in the country to subscribe to the Institute for the Fiduciary Standard’s Best Practices affirmation program. These practices are a public written declaration of our undivided loyalty and our how we demonstrate such loyalty.”

Institute & Industry Leaders

Institute Appoints New Members to Board of Advisors: Luis A. Aguilar, Ron Carson, Dan Solin and Woodrow W. Leake To Join Institute Advisors John C. Bogle and Tamar Frankel.  Read their full bios on the Board of Advisors page.

John Bogle

John C. Bogle

Tamar Frankel


Luis A. Aguilar


Ron Carson

Dan Solin

Dan Solin

Woodrow Leake

Woodrow Leake

Fidiciary Must-Reads

April, 2017 –   Reports of Vanguard’s Demise are Greatly Exaggerated: A Critique of the Summary Judgement Decision in the Putman 401(k) Action by James W. Watkins, III (The Prudent Investment Adviser Rules)

April 25, 2017 –   Mass. Regulator Galvin Slams Financial Choice Act by staff (ThinkAdvisor)

April 10, 2017 – Betterment balances hope and concern for fiduciary rule’s destiny by Suleman Din (Financial Planning)

April 9, 2017 – Why It Pays to Write Shareholder Reports Well by Daisy Maxey (Wall Street Journal)

April 8, 2017 – New Retirement Rule Is Delayed, but Not Its Impact by Michael Wursthorn (Wall Street Journal)

April 5, 2017 – Opponents troubled by mere 60-day delay of DOL fiduciary rule  by Mark Schoeff Jr.  (Investment News)

May 24, 2016 — Institute launches the Campaign for Investors

Read more about the Campaign for Investors