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.

  • What Fiduciary Advocates Can Learn From SCOTUS Ruling on Gay Marriage What Fiduciary Advocates Can Learn From SCOTUS Ruling on Gay Marriage
     

 

Best Practices

 

 

Institute Puts Out Second Draft of Best Practices for Comment

 

June 23 – Practitioners Urged to Provide Input, Especially on Challenging Issues Of Fee and Expense Reporting and Avoiding or Effectively Managing Conflicts in Compensation Arrangements
Read the Best Practices Second Draft here

 


Get Involved

The Institute for the Fiduciary Standard doesn’t have formal membership, as it isn’t a membership association. It is a non profit, a private foundation. But, we need the involvement of all those willing to help–in any capacity! Learn more here.
TAMAR FRANKEL

Frankel Fiduciary Prize
May 5, 2015 — The Institute for the Fiduciary Standard announced that it is seeking nominations for the Frankel Fiduciary Prize, which honors individuals who advance fiduciary principles. Learn more here

July 22, 2015 – Institute applauds historic DOL rule proposal; Urges DOL to listen to Industry suggestions that do not weaken fiduciary requirements. (Comment Letter)

July 14, 2015 – Institute to Hold 40 Act Panel Discussion in NY August 11 (News Release)

July 10, 2015 – SEC Investor Advocate Speaks Out Against Weakened Standard in Fiduciary Rulemaking (Report Excerpt)

July 9, 2015 – Fiduciary Institute Establishes Chairman’s Council to Advise on Roll-out of Best Practices. (Press Release)