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 • Aegis Wealth Group • Alpha Wealth Strategies • 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 • Marrs Wealth Management • Moisand Fitzgerald Tamayo • Pagnato Karp • Polero Ice Advisers • Resource Advisory Services • Schulz Wealth • Tobias Financial Advisors •
WE Family Offices

Learn about these firms here

May 17, 2017 – Sheryl Garrett, founder of the Garrett Planning Network, endorses the Best Practice Affirmation Program.

Garrett, the leader of the hourly financial planning movement says the Institute program provides much-needed clarity to help investors know what to expect from a fiduciary advisor.  Read the full release here.

Institute & Industry Leaders

Institute Appoints New Members to Board of Advisors: Luis A. Aguilar, Ron Carson, Dan Solin and Woodrow W. Leake To Join Institute Advisors John C. Bogle and Tamar Frankel.  Read their full bios on the Board of Advisors page.

John Bogle

John C. Bogle

Tamar Frankel


Luis A. Aguilar


Ron Carson

Dan Solin

Dan Solin

Woodrow Leake

Woodrow Leake

Fidiciary Must-Reads

May 10, 2017 –  Crunch Time: New Standards Will Define the Future of CFPs by Bob Clark (ThinkAdvisor)

May 7, 2017 – How to Get a Straight Answer About Adviser Fees by Michael Wursthorn (Wall Street Journal)

May 7, 2017 – What’s My Investing Fee? A Frustrating Quest by Andrea Fuller (Wall Street Journal)

April 25, 2017 – The Human Side of Financial Planning: George Kinder Talks About Dick Wagner by Bob Clark (ThinkAdvisor)

April, 2017 –   Reports of Vanguard’s Demise are Greatly Exaggerated: A Critique of the Summary Judgement Decision in the Putman 401(k) Action by James W. Watkins, III (The Prudent Investment Adviser Rules)

April 25, 2017 –   Mass. Regulator Galvin Slams Financial Choice Act by staff (ThinkAdvisor)

May 24, 2016 — Institute launches the Campaign for Investors

Read more about the Campaign for Investors