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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“Investors, the markets, and advisors need Best Practices to fulfill a fiduciary promise. A promise to defend, protect, and serve investors first.”

September 19 – Institute announces Best Practices Affirmation Program to fill a gap in federal regulatory compliance and advisor group codes of conduct.

“It’s important for the industry to take steps to improve. Subscribing to and advocating for the Institute’s Best Practices is an excellent start.”
Former SEC Commissioner Luis A. Aguilar

View the Best Practices Program page here.

Institute & Industry Leaders

Maria Elena (Mel) Lagomasino,
CEO of WE Family Offices

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.)

May 24, 2016 — Institute launches the Campaign for Investors

Read more about the Campaign for Investors