The Transactional vs. The Transformational Fiduciary

Regulators and the CFP Board are defining "fiduciary" in terms of a disclosure standard instead of a best practices standard.


The outcome is going to be emergence of the "transactional fiduciary" - compliant, but not purpose-driven.


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


Links
About 3ethos

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.

 

Visit our corporate site

 

Receive Email Updates

© 2019 3ethos. All rights reserved.