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

Webinar July 20

July 20th, 11 am CDT

Sheryl Garrett, leader of the hourly financial planning movement, says Institute for the Fiduciary Standard program provides much-needed clarity to help investors know what to expect from a fiduciary advisor.

The Garrett Planning Network, will hold a webinar on the Institute for the Fiduciary Best Practices Affirmation Program on July 20, 2017 at 11 am CDT

What: A discussion on the need for Best Practices and the benefits of the fiduciary affirmation program

Presenters: Knut A. Rostad, President, and Mary Malgoire, Board Member

  Learn more and register >>

Institute & Industry Leaders

Paul Smith

Paul Smith CEO and President of the CFA Institute

June 13, 2017 – CFA Institute President / CEO, Paul Smith urges SEC to “regain control” of the fiduciary standard “by regulating the titles that those who provide personalized investment advice can use.”

Read the full statement here. (CFA Institute website)

Fidiciary Must-Reads

July 14, 2017 — Best interest is in the eye of the beholder in debate over DOL fiduciary rule by Mark Schoeff Jr. (Investment News)

June 20, 2017 – CFP Board Seeks to Impose ‘Strengthened’ Fiduciary Standard on All Advice by Melanie Waddell (ThinkAdvisor)

June 16, 2017 – New Nevada law imposes fiduciary duty on brokers by Mark Schoeff Jr. (Investment News)

June 7, 2017 – Why You Still Can’t Trust Your Financial Adviser by Ben Steverman (Bloomberg)

May 24, 2016 — Institute launches the Campaign for Investors

Read more about the Campaign for Investors