Fiduciaries Must Be E-P-I-C

In 2020, we need to make as a priority the development of the 8 million lay-fiduciaries who manage 80% of our nation's liquid investable wealth. Proposed fiduciary regulations don't take into account the training of the 8 million.

#fiduciary #trone #3ethos #behavioralgovernance #leadership #L5

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We inspire and engage key decision-makers who serve in critical leadership roles. Our research and training programs are focused on the intersection between leadership, stewardship and governance.


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