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.

Trone: How to Measure the Value of a Fiduciary

3ethos CEO Don Trone wrote for 401(k) Specialist Magazine on how to measure the value of a fiduciary financial advisor.



"Peter Drucker famously said, “What gets measured, gets managed.”


In the 401k industry, it might be more appropriate to say, “What matters is what needs to be measured.”


One of the many problems with the fiduciary standards proposed by the DOL and SEC is that they do not understand the value of a fiduciary. They do not understand what matters as evident by their singular focus on complex and lengthy disclosures."


See the rest of the article here


#fiduciary #leadership #stewardship #dontrone #behavioralgovernance