- Fiduciary September
- Frankel Prize
- Jack Bogle
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.
These duties are:
- Serve the client’s best interest
- Act in utmost good faith
- Act prudently – with the care, skill and judgment of a professional
- Avoid conflicts of interest
- Disclose all material facts
- Control investment expenses
The Institute for the Fiduciary Standard doesn’t have formal membership, as it isn’t a membership association. It is a non profit, a private foundation. But, we need the involvement of all those willing to help–in any capacity!
Frankel Fiduciary Prize
December 10, 2013 — Robert A G Monks received the Frankel Fiduciary Prize
for advancing fiduciary principles in public life at a Washington symposium. Speakers included Jack Bogle, and Ralph Nader.
Dec 5, 2013 -John C. Bogle Legacy Book Launches with December 5 Panel Discussion (press release)
Sept 24, 2013 – Join the Institute on a conference call to discuss new research on American attitudes toward Wall Street, attitudes of the financial professionals working on Wall Street and potential remedies for investor distrust on September 26th. Details provided here.
Sept.9 – Institute for the Fiduciary Standard releases white paper on six core fiduciary duties for financial advisors