- Best Practices
- Fiduciary September
- Campaign for Investors
On March 26, 2017
FirsTrust will work with clients remotely. FirsTrust offers comprehensive wealth management, investment management, and financial planning. There are digital platform (robo) services available.
Compensation methods accepted
Assets Under Management (AUM)
Fixed fee based on assets or financial circumstances.
Required education for senior advisors in the firm
Advanced education in Finance or a related area
CFP® (Certified Financial Planners)
CFA® (Chartered Financial Analyst)
Specialty in divorce and/or mediation matters as well as fiduciary matters for trustees.
Link to SEC/state registration:
The Institute for the Fiduciary Standard
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. Read More
Why an InstituteThe rationale for an Institute for the Fiduciary Standard is straightforward: The fiduciary standard is important, representing ideas central to our form of government and free market economy; it is under significant pressures from market forces that could sharply limit its reach; no other entity is solely focused on preserving and promoting the fiduciary standard. More...