Fiduciary Services Resources
Reducing Reputational Risk and Liability: A Process for Retirement Plan Investment Committees
Learn more about the importance of establishing an investment committee for your retirement plan, as well as proper governance of your investment lineup and the oversight of experts who have been hired to help you manage your plan.
The Centre for Fiduciary Excellence
(CEFEX) has awarded DirectAdvisors a CEFEX Fiduciary Certificate of Completion. This prestigious certification is only given to companies that adhere to a standard representing best practices in the industry.