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When Your Two Hats are Both Fiduciary Caps – A Fiduciary Fable
Once Upon A Time, a long, long time ago, a Northern California labor union and its participating employers established a "Pension Fund" to provide retirement benefits to union members and their beneficiaries. The Pension Fund was an employee benefit plan subject to ERISA.READ MORE >
A Matter of Trust: The Benefits of Choosing an Accredited Investment Fiduciary® (AIF®) Designee as your Investment Advisor
Effective relationships between investors and advisors are built on trust. That trust is grounded in a commitment by the advisor to act solely in your best interests. But how can you be sure that the person you are entrusting not only embraces their commitment but is fully qualified to fulfill it?READ MORE >