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DirectAdvisors Completes 3rd Annual Renewal of CEFEX Certification

DirectAdvisors Completes 3rd Annual Renewal of CEFEX Certification

Aug 25, 2020

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

Retirement Plan Podcast Series #7 – Your Fiduciary Responsibilities

Jun 4, 2020

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.

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