CEFEX is a global service that supports and certifies fiduciary best practices for qualified retirement plans and the investment industry.
It is an independent certification organization that certifies the compliance of qualified retirement plans with applicable regulations and provides investors with a tool to assess the risk and trustworthiness of financial advisors and firms who claim to be fiduciaries.
Fi360’s Fiduciary Analytics is considered the leading global resource for investment fiduciaries, providing individuals and institutions with analytical and consulting services. Our focus is designing the technology and tools to support investment advisors, stewards, trustees, investment committee members for retirement plans, foundations and endowments. Fiduciary Analytics' Web-based analytical tools are based on the practices and standards of care researched and developed by the Foundation for Studies and taught by the Center for Fiduciary Studies.
"Paladin supplies the most detailed biographies of any of the sites we reviewed,
all in a quick reference format that makes for easy comparisons. In addition to the advisor's contact info, specialities and
certifications, it details their fee structures, tells you how many years of experience they have, and outlines their investment
philosophy in a simple yes-or-no, Q&A format." Awarded Four-Stars by Kiplinger.com, December, 2004
Paladin was established in 2003 to provide investors with an independent, objective source of information for financial advisors and planners.
Registry services are based on the best-selling book, Who's Watching Your Money? The 17 Paladin Principles for Selecting a Financial Advisor.
The first Registry website, that emphasized investor education, launched in April, 2004. A second generation website with a Registry of Financial Professionals launched in October, 2004.
The Registry is the only service that evaluates the qualifications of financial advisors and publishes the profiles of five star rated professionals.
Paladin provides an online search service that connects investors to Registry members.
The Registry provides documentation for member credentials, ethics, business practices, and services.
Paladin is an information services company and not a financial services company.
Paladin Registry Inc. is the sole owner of the Registry. No financial advisor or firm has an equity interest.
Paladin is not licensed to sell any investment or insurance products.
No financial advisor is employed by, licensed by, or affiliated with Paladin.
Paladin never benefits financially from the decisions of investors.
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