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
Home > Webinars > Welcome to Registry Online Webinars
Registry webinars are graphic presentations with voice narrations that have the following characteristics:
The webinar content is unique. You won't find the content on any other website
Webinar content provides factual information about financial advisors, planners, firms, and the industry
Webinars contain information you should know before you select a financial advisor or planner
The content will help you avoid the risks and consequences of bad financial advice
The typical webinar is 18 slides and nine minutes in duration
There is no need to take notes. You can print copies of the slides after viewing the webinar
Note: Due to the narrations, webinars can take up to one minute to load after you click the View/Listen icon.
