- Best Practices
- Fiduciary September
- Campaign for Investors
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.
These six key duties generally describe what it means to put investors’ best interests first. They also describe what most investors believe (according to numerous independent studies) all advisors are supposed to do. Unfortunately, this is not true. Only Registered Investment Advisers are required to meet the fiduciary standard, follow the six key duties and put the best interests of investors first… More
- * 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
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...
A groundbreaking national initiative to educate and empower investors and financial advisors, overseen by the Institute for the Fiduciary Standard.
Visit the Campaign website.