It turns out it’s not a question of “either/or” but more of the interconnectedness of “Yin/Yang.”
Tag "2012 Advisory Opinion"
“Advisors who don’t assume a 3(38) or 3(21) fiduciary position are unlikely to have an investment role.”
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- Due DiligenceHere you’ll find information covering all aspects of investments, from designing an appropriate investment policy statement, to selecting and monitoring professional advisers, to the significant of investment options and how “safe” choices can actually increase fiduciary liability.
- EducationWhether you’re a fiduciary responsible for keeping up to date or one who wants to provide education to beneficiaries, this section provides easy to understand instruction and ideas to accomplish your task.
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