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


The Institute for the Fiduciary Standard today announces the first class of advisory firms that voluntarily agree to subscribe to the Institute’s Best Practices: Professional Conduct Standards.

Twenty-six firms, from hourly planners to family offices, have subscribed.

View the list 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

Luis A. Aguilar

Ron_Carson

Ron Carson

Dan Solin

Dan Solin

Woodrow Leake

Woodrow Leake

Fidiciary Must-Reads

March 9, 2017Merrill suggests it may reverse course on commissions
by Greg Iacurci (Investment News)

March 8, 2017A Simple Alternative to the Fiduciary Rule
by Patrick Lach (Wall Street Journal – registration required)

February 27, 2017Merrill could pivot on fiduciary pledge
by Andrew Welsch (Financial Planning)

February 20, 2017The Obama ‘Fiduciary Rule’ Is Helping American Savers
by Jason Furman (Wall Street Journal – registration required)


May 24, 2016 — Institute launches the Campaign for Investors

Read more about the Campaign for Investors