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.

  • What Fiduciary Advocates Can Learn From SCOTUS Ruling on Gay Marriage What Fiduciary Advocates Can Learn From SCOTUS Ruling on Gay Marriage
     

 

Best_Practices_V18

 

 

Institute Puts Out Second Draft of Best Practices for Comment

 

June 23 – Practitioners Urged to Provide Input, Especially on Challenging Issues Of Fee and Expense Reporting and Avoiding or Effectively Managing Conflicts in Compensation Arrangements
Read the Best Practices Second Draft here

 


Get Involved

The Institute for the Fiduciary Standard doesn’t have formal membership, as it isn’t a membership association. It is a non profit, a private foundation. But, we need the involvement of all those willing to help–in any capacity! Learn more here.
TAMAR FRANKEL

Frankel Fiduciary Prize
May 5, 2015 — The Institute for the Fiduciary Standard announced that it is seeking nominations for the Frankel Fiduciary Prize, which honors individuals who advance fiduciary principles. Learn more here

 

June 24, 2015 – Institute President Knut A. Rostad to speak in New York
July 28 on DOL Rule with Industry execs. (Event Flyer)

June 9, 2015 – Statement of Knut A. Rostad On “Best Interest” and SIFMA’s “Proposed Best Interest of the Customer Standard For Broker-Dealers” (Statement)

Feb 15, 2015 – Institute for the Fiduciary Standard, NAPFA Hold Conference Call to Discuss Proposed Best Practices (Press Release)