- 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.
June 13, 2017 – CFA Institute President / CEO, Paul Smith urges SEC to “regain control” of the fiduciary standard “by regulating the titles that those who provide personalized investment advice can use.”
Read the full statement here. (CFA Institute website)
June 20, 2017 – CFP Board Seeks to Impose ‘Strengthened’ Fiduciary Standard on All Advice by Melanie Waddell (ThinkAdvisor)
June 20, 2017 – CFP Board proposes tightening fiduciary requirements: ‘Huge step’ or ‘double standard’? by Ann Marsh (Financial Planning)
June 16, 2017 – New Nevada law imposes fiduciary duty on brokers by Mark Schoeff Jr. (Investment News)
June 7, 2017 – Why You Still Can’t Trust Your Financial Adviser by Ben Steverman (Bloomberg)
June 2, 2017 – The Fiduciary Rule Goes Live at Long Last by Cheryl Winokur Munk (Barrons – subscription)