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.

  • Banner02-04-18 Banner02-04-18
  • banner-011218 banner-011218
  • Tibergien Tibergien
  • When Will We Get There When Will We Get There
  • Conflict of Interest Conflict of Interest
  • Acosta Acosta
  • DOLFiduciaryVictoryFeb10 DOLFiduciaryVictoryFeb10
     


Best Practices Advisors Do More For Investors!

Abacus Planning Group • Aegis Financial Advisory • Everspire • Alpha Wealth Strategies • ARQ Wealth Advisors, LLC • 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 • JMW Wealth Management • Marrs Wealth Management • Moisand Fitzgerald Tamayo • Morling Financial Advisors • 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, held 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

  Watch the presentation video here >>

Institute & Industry Leaders


Las Vegas Survivor Project Partner Organizations

Las Vegas Survivor Project Partner Organizations

February 6, 2018 – Financial Advisors Provide Pro Bono Advice to October 1, 2017 Las Vegas Survivors and Victims’ Families

Fiduciary, fee-only advisors from around the country today volunteered free financial advice to Las Vegas Tragedy survivors and victims’ families.

A website serves to connect survivors and victim families who received funds with a financial advisor.

Read more here.

 

Fidiciary Must-Reads

February 9, 2018 — Massachusetts Considers Making RIAs Post Their Fees by Thomas Coyle (Financial Advisor IQ)

February 7, 2018  Massachusetts Floats Fee Table Requirement for Advisors by Melanie Waddell (ThinkAdvisor)

February 2, 2018 — Critics Want New CFP Board Code To Ban Certain Conflicts by Tracey Longo (Financial Advisor)

January 29, 2018 — TD Ameritrade Launches Free Tool to Analyze Retirement Plan Fees by By Bernice Napach (ThinkAdvisor)


May 24, 2016 — Institute launches the Campaign for Investors

Read more about the Campaign for Investors