Carlos Panksep

• Would Your Firm Withstand CEFEX Certification?

  By Kathleen McBride, AdvisorOne  |  May 11, 2011

  It can help a firm become outstanding—and stand out.

• Fiduciary Practices Front and Center at fi360 Conference

  By Kathleen McBride, AdvisorOne  |  May 6, 2010

  Discussion at fi360 centers on fiduciary movement and possible extension of fiduciary standard in the 1940 Act

• At fi360 Meeting, Blaine Aikin Thanks SEC for Goldman Suit

  By Kathleen McBride, AdvisorOne  |  May 6, 2010

  Discussion at fi360 centers on fiduciary movement; will the '40 Act fiduciary standard be extended by Congress?

• Fiduciary First

  By Staff Writer  |  July 19, 2007

  The pension plan of Rockford, Illinois-based Savant Capital Management, is the first in the U.S. to be certified by the Centre for Fiduciary Excellence (CEFEX), based in Toronto. The criteria for certification include "22 fiduciary practices that seek to increase long-term investment performance by diversifying the portfolio across multiple asset...

• Fiduciary Education

  By Melanie Waddell, AdvisorOne  |  May 16, 2007

  NAPFA has joined forces with fi360 and the Center of Fiduciary Excellence to give fee-only advisors who wish to provide advice to participants in company-sponsored retirement plans a new Web-based educational program that covers the 'Fiduciary Adviser' provision of the Pension Protection Act and delves into what's required of financial...