Regulators and the CFP Board are not basing their proposed fiduciary standards on generally-accepted fiduciary best practices. In turn, their proposed complex disclosures and rules are going to be interpreted and enforced by persons lacking in fiduciary expertise.

You don't want to be a mole in the new fiduciary landscape! #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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