The Fiduciary Movement Versus The Regulatory Movement

Soon everyone will be a fiduciary, and yet, they won't.

Regulators and the CFP Board are causing more harm than good by defining fiduciary standards in terms of complex disclosures and rules instead of best practices associated with prudent, moral, and ethical decision-making.

#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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