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
All Paladin Registry press releases are about financial advisors, planners, firms, and the financial services industry. The Registry has a unique window for viewing the relationships between investors and advisors because it maintains major databases that include the sellers and buyers of financial services.
Contact Jack Waymire at jack@paladinregistry.com or 916-253-3334 for additional information about Registry research and findings.
