https://thefiduciaryinstitute.org/

Scan-ID:: 204504ef-9e54-4867-8095-8804f948a11fBeendet
Eingereichte URL:: https://thefiduciaryinstitute.org/
Bericht beendet:: 22. Dez. 2024, 12:40:43
Links · 4 gefunden

Die von der Seite ausgehenden identifizierten Links
Link	Text
https://www.youtube.com/watch?v=85jVJK90ETU	speaking here
https://www.linkedin.com/company/the-institute-for-the-fiduciary-standard/	LinkedIn
https://twitter.com/FiduciaryInst	Twitter
https://milkweedweb.com	Milkweed Web
JavaScript-Variablen · 20 gefunden

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Konsolenprotokoll-Meldungen · 2 gefunden

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warning	other	URL https://thefiduciaryinstitute.org/ Text Unrecognized feature: 'web-share'.
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</ul></div></nav><div class="site-inner"><div class="content-sidebar-wrap"><main class="content" id="genesis-content"><h2 class="screen-reader-text">Main Content</h2><div class="flexible-widgets front-page-1 color widget-full widget-area"><div class="wrap"><section id="custom_html-39" class="widget_text widget widget_custom_html"><div class="widget_text widget-wrap"><div class="textwidget custom-html-widget"><h1>
<em>Welcome to the Institute for the Fiduciary Standard</em>
</h1></div></div></section>
</div></div><div class="flexible-widgets front-page-2 image widget-full widget-area"><div class="wrap"><section id="custom_html-33" class="widget_text widget widget_custom_html"><div class="widget_text widget-wrap"><div class="textwidget custom-html-widget"><h4><br>
		<p>
The principles underlying "liberty and justice for all" have inspired the American journey for generations. In finance and advice, this journey leads to a North Star called the fiduciary standard.
	</p>
	<p>
The Institute for the Fiduciary Standard is a champion for investors. Our programs and papers teach investors and  advisors about what the fiduciary standard means. All investors want an advisor they can trust. Helping investors find a real fiduciary advisor is our mission.
	</p>
<br>
</h4></div></div></section>
</div></div><div class="flexible-widgets front-page-3 front-page-3-a color widget-thirds widget-area"><div class="wrap"><section id="featured-post-31" class="widget featured-content featuredpost"><div class="widget-wrap"><h3 class="widgettitle widget-title">Fiduciary September 2024</h3>
<article class="post-10482 post type-post status-publish format-standard has-post-thumbnail category-fiduciary-september-month entry" aria-label="Fiduciary September Speakers Cover Seven Topics and the Videos are Available Here"><a href="https://thefiduciaryinstitute.org/2024/09/06/fiduciary-september-2024/" class="alignnone" aria-hidden="true" tabindex="-1"><img width="520" height="324" src="https://thefiduciaryinstitute.org/wp-content/uploads/2024/09/Screenshot-2024-09-06-162118-1.png" class="entry-image attachment-post" alt="" decoding="async" loading="lazy" srcset="https://thefiduciaryinstitute.org/wp-content/uploads/2024/09/Screenshot-2024-09-06-162118-1.png 520w, https://thefiduciaryinstitute.org/wp-content/uploads/2024/09/Screenshot-2024-09-06-162118-1-300x187.png 300w" sizes="(max-width: 520px) 100vw, 520px"></a><header class="entry-header"><h4 class="entry-title"><a href="https://thefiduciaryinstitute.org/2024/09/06/fiduciary-september-2024/">Fiduciary September Speakers Cover Seven Topics and the Videos are Available Here</a></h4><p class="entry-meta"><time class="entry-time">September 6, 2024</time></p></header><div class="entry-content"><p>Fred Reish, Phyllis Borzi and Ron Rhoades (above) lead September 17 discussion on DOL’s Retirement Security Rule</p>
</div></article><p class="more-from-category"><a href="https://thefiduciaryinstitute.org/category/fiduciary-september-month/" title="Fiduciary September">Prior Fiduciary September Programs</a></p></div></section>
<section id="featured-post-30" class="widget featured-content featuredpost"><div class="widget-wrap"><h3 class="widgettitle widget-title">Institute Initiatives</h3>
<article class="post-10433 post type-post status-publish format-standard has-post-thumbnail category-institute-initiatives entry" aria-label="Former SEC Commissioner Robert Jackson, Jr. leads panel on Reg BI"><a href="https://thefiduciaryinstitute.org/2024/07/15/former-sec-commissioner-robert-jackson-jr-panel-regulation-best-interest/" class="alignnone" aria-hidden="true" tabindex="-1"><img width="720" height="400" src="https://thefiduciaryinstitute.org/wp-content/uploads/2024/07/Screenshot-2024-07-23-130049-720x400.png" class="entry-image attachment-post" alt="" decoding="async" loading="lazy"></a><header class="entry-header"><h4 class="entry-title"><a href="https://thefiduciaryinstitute.org/2024/07/15/former-sec-commissioner-robert-jackson-jr-panel-regulation-best-interest/">Former SEC Commissioner Robert Jackson, Jr. leads panel on Reg BI</a></h4><p class="entry-meta"><time class="entry-time">July 15, 2024</time></p></header><div class="entry-content"><p>July 24 (10:30-12:00) Zoom panel of experts discussed Reg BI five years after its June 2019 release. Recording is within.</p>
</div></article><p class="more-from-category"><a href="https://thefiduciaryinstitute.org/category/institute-initiatives/" title="Institute Initiatives &amp; News">More Institute Initiatives</a></p></div></section>
<section id="featured-post-25" class="widget featured-content featuredpost"><div class="widget-wrap"><h3 class="widgettitle widget-title">Institute and Industry Leaders</h3>
<article class="post-9969 post type-post status-publish format-standard has-post-thumbnail category-institute-industry-leaders entry" aria-label="“Fight on the beaches”"><a href="https://thefiduciaryinstitute.org/2023/03/15/fight-on-the-beaches/" class="alignnone" aria-hidden="true" tabindex="-1"><img width="720" height="400" src="https://thefiduciaryinstitute.org/wp-content/uploads/2022/09/churchill-720x400.png" class="entry-image attachment-post" alt="" decoding="async" loading="lazy"></a><header class="entry-header"><h4 class="entry-title"><a href="https://thefiduciaryinstitute.org/2023/03/15/fight-on-the-beaches/">“Fight on the beaches”</a></h4><p class="entry-meta"><time class="entry-time">March 15, 2023</time></p></header><div class="entry-content"><p>New pamphlet deploys Winston Churchill and Chief Justice Stone to argue for fiduciary duties.</p>
</div></article><p class="more-from-category"><a href="https://thefiduciaryinstitute.org/category/institute-industry-leaders/" title="Institute and Industry Leaders">More Institute and Industry Leaders</a></p></div></section>
</div></div><div class="flexible-widgets front-page-3 front-page-3-b color widget-halves widget-area"><div class="wrap"><section id="custom_html-43" class="widget_text widget widget_custom_html"><div class="widget_text widget-wrap"><h3 class="widgettitle widget-title">“Fee-only Fiduciary Advice is Common Sense” Campaign</h3>
<div class="textwidget custom-html-widget"><a href="https://thefiduciaryinstitute.org/new-fiduciary-common-sense-guidance-helps-investors-find-fiduciary-advisors/"><img src="https://thefiduciaryinstitute.org/wp-content/uploads/2020/08/E-book080120-1.jpg" alt="Fiduciary Common Sense E-book cover"></a>
<p>
	A new E-book for investors explains how fiduciary principles are commonsense ideas and why a fiduciary advisor is better for investors. <a href="https://thefiduciaryinstitute.org/new-fiduciary-common-sense-guidance-helps-investors-find-fiduciary-advisors/">Download the E-book.</a>
</p></div></div></section>
<section id="custom_html-44" class="widget_text widget widget_custom_html"><div class="widget_text widget-wrap"><h3 class="widgettitle widget-title">Investors Suffer When Fiduciary Practices Are Ignored</h3>
<div class="textwidget custom-html-widget"><iframe width="590" height="340" src="https://www.youtube.com/embed/kreYmOXfOok?si=lzhIurIYYwK8Jaip" title="YouTube video player" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" referrerpolicy="strict-origin-when-cross-origin" allowfullscreen=""></iframe>
<p>
Last month Yesenia Realejo of Tobias Financial Advisors, a Real Fiduciary™ Advisor,  was featured in a Fiduciary institute video explaining why rollovers should be covered by the DOL rule.
</p></div></div></section>
</div></div><div class="flexible-widgets front-page-4 widget-thirds widget-area"><div class="wrap"><section id="featured-post-27" class="widget featured-content featuredpost"><div class="widget-wrap"><h3 class="widgettitle widget-title">Knut’s Views</h3>
<article class="post-10552 post type-post status-publish format-standard has-post-thumbnail category-knut-views entry" aria-label="‘Streetfighting saint’ Bob Veres takes 2024 Tamar Frankel prize for decades of unstinting, sometimes ‘scathing’ commentary and a ‘secret sauce’ to ferret out facts"><a href="https://thefiduciaryinstitute.org/2024/11/05/streetfighting-saint-bob-veres-takes-2024-tamar-frankel-prize-for-decades-of-unstinting-sometimes-scathing-commentary-and-a-secret-sauce-to-ferret-out-facts/" class="alignnone" aria-hidden="true" tabindex="-1"><img width="720" height="400" src="https://thefiduciaryinstitute.org/wp-content/uploads/2022/05/veres-bob-1-720x400.jpeg" class="entry-image attachment-post" alt="" decoding="async" loading="lazy"></a><header class="entry-header"><h4 class="entry-title"><a href="https://thefiduciaryinstitute.org/2024/11/05/streetfighting-saint-bob-veres-takes-2024-tamar-frankel-prize-for-decades-of-unstinting-sometimes-scathing-commentary-and-a-secret-sauce-to-ferret-out-facts/">‘Streetfighting saint’ Bob Veres takes 2024 Tamar Frankel prize for decades of unstinting, sometimes ‘scathing’ commentary and a ‘secret sauce’ to ferret out facts</a></h4><p class="entry-meta"><time class="entry-time">November 5, 2024</time></p></header><div class="entry-content"><p>The Institute for the Fiduciary Standard awarded the 2024 Frankel Fiduciary prize to industry veteran Bob Veres.</p>
</div></article><p class="more-from-category"><a href="https://thefiduciaryinstitute.org/category/knut-views/" title="Knut's Views">More of Knut's Views</a></p></div></section>
<section id="featured-post-29" class="widget featured-content featuredpost"><div class="widget-wrap"><h3 class="widgettitle widget-title">Advisor News</h3>
<article class="post-10577 post type-post status-publish format-standard has-post-thumbnail category-advisor-news entry" aria-label="Trump picks Paul Atkins, a former commissioner, to lead the SEC"><a href="https://thefiduciaryinstitute.org/2024/12/04/trump-picks-paul-atkins-a-former-commissioner-to-lead-the-sec/" class="alignnone" aria-hidden="true" tabindex="-1"><img width="720" height="400" src="https://thefiduciaryinstitute.org/wp-content/uploads/2024/12/Paul-Atkins-720x400.webp" class="entry-image attachment-post" alt="" decoding="async" loading="lazy"></a><header class="entry-header"><h4 class="entry-title"><a href="https://thefiduciaryinstitute.org/2024/12/04/trump-picks-paul-atkins-a-former-commissioner-to-lead-the-sec/">Trump picks Paul Atkins, a former commissioner, to lead the SEC</a></h4><p class="entry-meta"><time class="entry-time">December 4, 2024</time></p></header><div class="entry-content"><p>Paul Atkins nominated SEC Chair: industry jubilation erupts. Here, Senator Elizabeth Warren joins Knut to offer a sober, investor view.</p>
</div></article><p class="more-from-category"><a href="https://thefiduciaryinstitute.org/category/advisor-news/" title="Advisor News">More Advisor News</a></p></div></section>
<section id="featured-post-23" class="widget featured-content featuredpost"><div class="widget-wrap"><h3 class="widgettitle widget-title">John C. Bogle, 1929-2019</h3>
<article class="post-9846 post type-post status-publish format-standard has-post-thumbnail category-john-bogle entry" aria-label="What Would Jack Bogle Do? Ask Vanguard’s Shareholders"><a href="https://thefiduciaryinstitute.org/2022/05/06/wwjbd/" class="aligncenter" aria-hidden="true" tabindex="-1"><img width="720" height="400" src="https://thefiduciaryinstitute.org/wp-content/uploads/2022/05/boglestatue-720x400.jpg" class="entry-image attachment-post" alt="" decoding="async" loading="lazy"></a><header class="entry-header"><h4 class="entry-title"><a href="https://thefiduciaryinstitute.org/2022/05/06/wwjbd/">What Would Jack Bogle Do? Ask Vanguard’s Shareholders</a></h4><p class="entry-meta"><time class="entry-time">May 6, 2022</time></p></header><div class="entry-content"><p>Knut writes about Vanguard culture as one of Jack Bogle’s lasting legacies</p>
</div></article><p class="more-from-category"><a href="https://thefiduciaryinstitute.org/category/john-bogle/" title="John C. Bogle">More of John C. Bogle</a></p></div></section>
</div></div></main></div></div><div class="footer-banner flexible-widgets color  widget-fourths widget-area"><div class="wrap"><section id="media_image-5" class="widget widget_media_image"><div class="widget-wrap"><h3 class="widgettitle widget-title">Dan Moisand</h3>
<a href="https://www.youtube.com/watch?v=85jVJK90ETU"><img width="300" height="300" src="https://thefiduciaryinstitute.org/wp-content/uploads/2021/08/Dan-Moisand-300x300.jpg" class="image wp-image-9581  attachment-medium size-medium" alt="" style="max-width: 100%; height: auto;" title="Institute &amp; Industry Leaders" decoding="async" loading="lazy" srcset="https://thefiduciaryinstitute.org/wp-content/uploads/2021/08/Dan-Moisand-300x300.jpg 300w, https://thefiduciaryinstitute.org/wp-content/uploads/2021/08/Dan-Moisand-150x150.jpg 150w, https://thefiduciaryinstitute.org/wp-content/uploads/2021/08/Dan-Moisand-768x768.jpg 768w, https://thefiduciaryinstitute.org/wp-content/uploads/2021/08/Dan-Moisand-600x600.jpg 600w, https://thefiduciaryinstitute.org/wp-content/uploads/2021/08/Dan-Moisand.jpg 1024w" sizes="(max-width: 300px) 100vw, 300px"></a></div></section>
<section id="custom_html-41" class="widget_text widget widget_custom_html"><div class="widget_text widget-wrap"><h3 class="widgettitle widget-title">&nbsp;</h3>
<div class="textwidget custom-html-widget"><p class="small">
	Dan Moisand is a nationally recognized fiduciary fee-only financial planner, an Institute Real Fiduciary™ Advisor and Chair-elect of the CFP Board.<br><br>The Institute has enshrined the ‘Moisand Rule’ on fiduciary practices. It is basic and is more important today than ever: “You have to avoid conflicts. If I avoid a conflict, I don’t worry about it.”<br><br>Watch the video of Moisand <a href="https://www.youtube.com/watch?v=85jVJK90ETU" target="_blank" rel="noreferrer noopener">speaking here</a>.
</p>
</div></div></section>
<section id="media_image-9" class="widget widget_media_image"><div class="widget-wrap"><h3 class="widgettitle widget-title">Bob Veres</h3>
<img width="300" height="300" src="https://thefiduciaryinstitute.org/wp-content/uploads/2022/05/veres-bob-1-300x300.jpeg" class="image wp-image-9824  attachment-medium size-medium" alt="" style="max-width: 100%; height: auto;" title="Bob Veres" decoding="async" loading="lazy" srcset="https://thefiduciaryinstitute.org/wp-content/uploads/2022/05/veres-bob-1-300x300.jpeg 300w, https://thefiduciaryinstitute.org/wp-content/uploads/2022/05/veres-bob-1-150x150.jpeg 150w, https://thefiduciaryinstitute.org/wp-content/uploads/2022/05/veres-bob-1-768x769.jpeg 768w, https://thefiduciaryinstitute.org/wp-content/uploads/2022/05/veres-bob-1-600x600.jpeg 600w, https://thefiduciaryinstitute.org/wp-content/uploads/2022/05/veres-bob-1.jpeg 1494w" sizes="(max-width: 300px) 100vw, 300px"></div></section>
<section id="custom_html-50" class="widget_text widget widget_custom_html"><div class="widget_text widget-wrap"><h3 class="widgettitle widget-title">&nbsp;</h3>
<div class="textwidget custom-html-widget"><p class="small">
	Bob Veres is a long term observer of financial planning.  His Newsletter, “Inside information”
Is a staple of leading planners. In the May edition he writes about fiduciary and the Institute.
<br>
	<br>
	"But a much bigger point is that the fiduciary standard—as Knut Rostad of the Institute for the Fiduciary Standard has pointed out—has been determined by the Supreme Court (1963 ruling) to be at the very heart of the Investment Advisers Act of 1940. It is the foundation of what it means to be an RIA registered with the SEC instead of a tipster or a tout."<br><br>     - Bob Veres, Parting Thoughts ... The SEC's Own Compliance Culture
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