- Best Practices
- Fiduciary September
- Campaign for Investors
The Institute for the Fiduciary Standard doesn’t have formal membership, as it isn’t a membership association. It is a nonprofit, a private foundation. But, we need the involvement of all those willing to help – in any capacity! See below for what you can do, and contact the Institute for the Fiduciary Standard to volunteer.
This area helps encourage policymakers to support the highest level of the fiduciary standard.
What you can do: Contact your representatives and ask them to support the standard, write articles or a comment letter about your situation that would help policymakers understand your role and benefits to your clients.
In order to help shape public policy, it is important to have supporting data.
What you can do: Help us sponsor a study, or conduct your own well-documented research about your practice.
The public needs to know what the fiduciary standard means to them and how they benefit! This area aims to increase public knowledge and build a library of resources.
What you can do: Impact your local community by spreading the word or writing articles or comments for local news sources, use social media to build a web presence and ongoing conversation about the fiduciary standard.
Contact the Institute at email@example.com
Our mailing address:
The Institute for the Fiduciary Standard
PO Box 3201
McLean, Virginia 22103
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