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Frankel Fiduciary Prize 2016 – Awarded to Phyllis C. Borzi
About the Frankel Fiduciary Prize
The Institute for the Fiduciary Standard established the Frankel Fiduciary Prize to honor individuals who advance fiduciary principles. The Frankel Fiduciary Prize will be awarded annually to a person who has made significant contributions to the preservation and advancement of fiduciary principles in public life. The prize is named after Professor Tamar Frankel of the Boston University School of Law. You can learn more about Professor Frankel’s research on fiduciary law here.
- March 22, 2016 – Frankel Fiduciary Prize Selection Committee Seeks Nominations
- June 23, 2016 – Phyllis C. Borzi Wins 2016 Frankel Fiduciary Prize
Frankel Prize Presentation Videos
Part I – Knut Rostad welcomes attendees to Frankel Fiduciary Prize 2016 program. Tamar Frankel, offers a special introduction to the program.
Part II – Dallas Salisbury, Resident Fellow, President Emeritus, ERBI, delivers remarks of Robert A. G. Monks to Phyllis Borzi.
Part III – Panel participants, Barabara Roper, Joe Peiffer, David Certner and Stephen Hall (moderator) discuss “The DOL Rule in the March of History.”
Part IV – Deborah DeMott delivers remarks from the nomination committee on the selection of PhyllisBorzi.
Part V – Knut Rostad adds comments on the 2016 honoree.
Part VI– Phyllis Borzi accepts the Frankel Fiduciary Prize.
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...
The 6 Core Fiduciary Duties
- ‣ Serve the client’s best interest
- ‣ Act in utmost good faith
- ‣ Act prudently -- with the care, skill and judgment of a professional
- ‣ Avoid conflicts of interest
- ‣ Disclose all material facts
- ‣ Control investment expenses