The Institute for the Fiduciary Standard announced Tuesday that it has formed a Best Practices Board to craft fiduciary best practices for investment and financial advisors.
Vanguard founder John Bogle and Boston University School of Law professor Tamar Frankel will advise the Best Practices Board and will co-chair the Council of Advisors, to be announced in early July.
The Council of Advisors will advise the Best Practices Board, and the board members will craft the best practices, according to Knut Rostad, president of the institute.
Best Practices Board members include Rostad as well as:
Clark Blackman, CFA, CPA/PFS, AIF, Alpha Wealth Strategies;
Christopher W. Cannon, CFA, Firstrust;
Gregory Curtis, Greycourt & Co Inc.;
Rick A. Ferri, CFA, Portfolio Solutions; and