- 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.
Institute & Industry Leaders
Sept. 29 – Congratulations to Brie Williams, Vice President of State Street Global Advisors. Brie’s research on the link between fee transparency and advisor value garnered the 2016 Asset Manager—Thought Leadership Education Award for State Street Global. Recently, Ms. Williams presented her research at the Institute for the Fiduciary Standard / Wealth Management webinar , “Myths and Realities of Investor Distrust: Causes and Cures.” You can view her presentation material here.
September 12, 2016 – What Investors Can Learn About an Advisor’s Conflicts in Form ADV
September 8, 2016 – Fiduciary September 2016 ‘Raising the bar’ and ‘Delivering the promise’
July 19, 2016 – PagnatoKarp Joins Institute’s Chairman’s Council
June 23, 2016 – 2016 Frankel Prize Winner Announced
May 24, 2016 – Institute Launches Campaign for Investors