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


Brie P. Williams, Head of Practice Management, State Street Global Advisors

Sept. 29 – Congratulations to Brie Williams, Vice President of State Street Global Advisors. Brie’s research on the link between fee transparency and advisor value garnered the 2016 Asset Manager—Thought Leadership Education Award for State Street Global. Recently, Ms. Williams presented her research at the Institute for the Fiduciary Standard / Wealth Management webinar , “Myths and Realities of Investor Distrust: Causes and Cures.” You can view her presentation material here.

May 24, 2016 — Institute launches the Campaign for Investors

Read more about the Campaign for Investors