With their new “Campaign for Investors” initiative, the Institute
for the Fiduciary Standard hopes that by providing educational resources
and tools, they can put the fiduciary standard in context for investors.
Along with its launch on May 24, the Campaign introduced an Investor Bill
of Rights. With it, the Institute hopes to outline what investors should
expect from their advisors in order to better plan for their futures.
“The Bill is based on the standards in the Institute’s Best
Practices for Financial Advisors and should be considered a start for
evaluating advisors,” president and founder of the Institute Knut
A. Rostad said.
The Campaign hopes to reach out to investors through its website in order
to assist them with their decision on whether or not they need an advisor.
They aim to similarly assist advisors adjust their business to best serve
clients’ needs in order to remain a valuable resource.
For more information on the Campaign for Investors, you can visit their website.