DirectAdvisors Completes 3rd Annual Renewal of CEFEX Certification
DirectAdvisors is proud to announce that it has successfully completed its 3rd annual renewal of its CEFEX certification.
Retirement Plan Podcast Series #7 – Your Fiduciary Responsibilities
Fiduciaries are considered an integral part of a retirement plan. They hold very important responsibilities and must adhere to specific best practices, or else they can be held personally liable.