- 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
Oct. 2 – Maria Elena (Mel) Lagomasino, CEO of WE Family Offices and a founder of the Institute for the Fiduciary Standard, recently spoke to the Financial Times in their London office on her native Cuba, the investment industry and the work of the Institute. The FT story can be linked to here. (FT subscription required.)
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