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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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There Should Be One Uniform Fiduciary Standard, Not Two

It makes no sense to define fiduciary standards for advisors and brokers that are significantly different from the fiduciary standards that exist for trustees and investment committee members.


Regulators and the CFP Board are causing more harm than good.

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