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By Gregory Kasten |
June 26, 2012
Great strides have been made over the past two decades to upgrade fiduciary best practices and the standard of care in the investment business.
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By Kathleen McBride, AdvisorOne |
May 11, 2011
It can help a firm become outstanding—and stand out.
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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...