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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  • Levitt's Corner Levitt's Corner
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  • Fiduciary September: A Time for Client-Centered Advisors to Come Together Fiduciary September: A Time for Client-Centered Advisors to Come Together
  • Fiduciary September 2015: A Historic Time for Fiduciary Advice Fiduciary September 2015: A Historic Time for Fiduciary Advice
  • Time for Wall Street to Show Investors Their Trust Matters Time for Wall Street to Show Investors Their Trust Matters
  • What Fiduciary Advocates Can Learn From SCOTUS Ruling on Gay Marriage What Fiduciary Advocates Can Learn From SCOTUS Ruling on Gay Marriage
     

 

Best Practices

 

 

Clark M. Blackman II is the founder of Alpha Wealth Strategies and a member of the Institute’s Best Practices Board. Clark has been a leading voice on fiduciary issues for over 20 years. Read his interview with Fiduciary News.

 

Institute Leaders

chris-cannon

 

 

Institute Best Practices Board member, Chris Cannon, right, greets CFA Institute CEO, Paul Smith, at a recent CFA Institute event in Orlando.


 

September 30, 2015 – Fiduciary Best Practices Briefing (Invitation)

September 23, 2015 – Survey of Brokers and Advisers Reveals Support for DOL COI BICE Requirements, Even if they’re “Burdensome” (News Release)

September 8, 2015 – SEC Commissioners Luis A. Aguilar and Daniel M. Gallagher on Fiduciary Duty (Paper)

September 2, 2015 – Fiduciary September 2015 Underscores Historic Time for Fiduciary Advice. (News Release)