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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Best Practices Advisors Do More For Investors!

Abacus Planning Group • Aegis Financial Advisory • Everspire • Alpha Wealth Strategies • ARQ Wealth Advisors, LLC • Atlantic Financial Planning • Charleston Financial Advisors • Connectum • Connemara Group • Dedora Capital • Epsilon Financial Group • Elements 5 Investment Management • Fiduciary Wealth Partners • Fieldstone Financial • Financial Life Advisors • First Ascent Asset Management • FirstTrust • Focused Finances, LLC • Hogan Financial • ISI Financial Group • JMW Wealth Management • Marrs Wealth Management • Moisand Fitzgerald Tamayo • Morling Financial Advisors • Pagnato Karp • Polero Ice Advisers • Resource Advisory Services • Schulz Wealth • Tobias Financial Advisors • WE Family Offices

Learn about these firms here

Webinar July 20

July 20th, 11 am CDT

Sheryl Garrett, leader of the hourly financial planning movement, says Institute for the Fiduciary Standard program provides much-needed clarity to help investors know what to expect from a fiduciary advisor.

The Garrett Planning Network, held a webinar on the Institute for the Fiduciary Best Practices Affirmation Program on July 20, 2017 at 11 am CDT

What: A discussion on the need for Best Practices and the benefits of the fiduciary affirmation program

Presenters: Knut A. Rostad, President, and Mary Malgoire, Board Member

  Watch the presentation video here >>

Institute & Industry Leaders


Tamar Frankel

Professor of Law and Michaels Faculty Research Scholar Tamar Frankel

September 25, 2017 – Tamar Frankel to Receive Ruth Bader Ginsburg Lifetime Achievement Award

The award honors a lawyer whose work has had a significant impact on women, the legal community, and the academy.

Professor of Law and Michaels Faculty Research Scholar Tamar Frankel has been selected to receive the Ruth Bader Ginsburg Lifetime Achievement Award from the American Association of Law School’s (AALS) Section on Women in Legal Education.

Read more here.

 

Fidiciary Must-Reads

October 4, 2017 – SEC chief Jay Clayton tells lawmakers agency is drafting its own fiduciary duty rule by Mark Schoeff Jr. (Investment News)

August 31, 2017 – Fiduciary rule may be neutered by new DoL proposal, critics say by Kenneth Corbin (Financial Planning)

August 17, 2017Fiduciary double standard gives robos a free ride by Scott MacKillop (Investment News)

August 16, 2017Anticipating delay to DOL fiduciary rule, broker-dealers and RIAs change course by reg Iacurci (Investment News)


May 24, 2016 — Institute launches the Campaign for Investors

Read more about the Campaign for Investors