Fiduciary-Language Is Essential

These are the two stacks that distinguish the exemplary fiduciary. These are the stacks that matter - that will determine the quality of investment decision-making outcomes.

When you compare these stacks to the language being proposed by the CFP Board, and federal and state regulators, you'll gain a better understanding of why these organizations are causing more harm than good.

#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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