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Fisher Investments launches 'fiduciary.com' to 'educate' clients and RIAs, but site smacks of 'naked lead-gen,' says Fiduciary Institute's head

The Plano, Texas, RIA bought the URL, 'fiduciary.com,' in 2024, and shows that if you can disclose it, you can often declare it in a client's best interest.

Author Oisín Breen June 6, 2025 at 10:56 PM
1 Comment
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Knut Rostad: It's naked lead-gen ... On the positive side, at least we can directly criticize it.
Brooke Southall and Keith Girard contributed to the editing of this article.

RIA Compliance


Knut Rostad

Knut Rostad

June 7, 2025 — 1:26 PM
Oisen, good to see your independent take on Fisher. One added point on the Institute for the Fiduciary Standard Real Fiduciary (tm) Practices. For an investment adviser to qualify, in addition to paying an annual fee, the firm must also put on its ADV that it meets the requirements of our practices. In our view, this requirement makes our practices the most rigorous in financial planning and advice. The practices are here. https://thefiduciaryinstitute.org/wp-content/uploads/2019/03/Real-Fiduciary-Practices-2019-02-22.pdf.

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