CEFEX, Centre for Fiduciary Excellence, is an independent global assessment and certification organization. CEFEX certification helps determine trustworthiness.
Pittsburgh, PA
Joined August 2012
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Pleased to share that @ColonyGroup Institutional Advisory practice has been certified by #CEFEX, Centre for Fiduciary Excellence, for 10 years. This milestone represents its continuing commitment to #fiduciary excellence. #investmentadvisor
prnewswire.com/news-releases…
Congratulations to @WhitneyBenefits on their decade of adherence to fiduciary excellence and CEFEX certification. Read more here from the @Sheridan_Press 👏.
#Fiduciary #CEFEX #certification
thesheridanpress.com/news/lo…
Congratulations Pension Solutions, Inc. on your 10-Year Anniversary of #CEFEX certification demonstrating a decade of adherence to the Standard of Practice for #RetirementPlan Service Providers as published by @ASPPA. Read here in the Oklahoma City @JournalRegister
#fiduciary
Pleased to announce the certification of Romero Wealth Management, Inc. as a #CEFEX #InvestmentAdvisor. Romero joins an elite group of investment advisors globally who have successfully completed the independent certification process.
cefex.org/downloads/CEFEX_Ne…
#fiduciary
CEFEX® HONORS SIX ORGANIZATIONS FOR DECADE OF #FIDUCIARY EXCELLENCE #Trust #Reputation #Performance
Congrats to @ColonyGroup CREATE Foundation, Inc.
@PensionSolution @HalbertHargrove
iCapital, LLC
Whitney Benefits, Inc.
cefex.org/downloads/CEFEX_Ne…
Sharing agenda for CEFEX General Meeting Webinar 11:00 a.m. - 12:15 p.m. ET on Mon, May 18 and Tues, May 19. Annual #fiduciary offers valuable insights and best practices.
cefex.org/downloads/Agenda_V…
Pleased to announce that in the first quarter of 2020, CEFEX renewed the registrations for the following 34 organizations. CEFEX-certified firms adhere to a standard representing the best practices in their industry.
#fiduciary #financialadvisor #cefex
cefex.org/downloads/CEFEX_Q1…
In response to #COVID19 @TwoWestCos an independent CEFEX-certified #fiduciary #adviser, has launched a virtual, private consultation service for the 30,000 #retirementplan participants it serves who may have been financially impacted by the coronavirus.
bit.ly/2wDayzs
Pleased to certify BCM Wealth Management of Wilmington, Del. as a CEFEX Investment Advisor. BCM is FIRST investment advisor in Delaware to be certified.
Read more here: bit.ly/2Re3ro4
#wealthmanagement #smallbusiness #fiduciary #certification #401k #retirementplanning
A special letter to our #CEFEX certified firms. This is the time for excellent fiduciaries and service providers to prove their worth.
Read more here: conta.cc/3dJudhX
#fiduciary #certification #wealthmanagement #retirementplans #financialplanning
Want to reinforce your fiduciary conduct and a “clients-first” attitude? What can you do to improve your reputation to clients and prospects? One idea is to undertake the #CEFEX independent #fiduciary assessment.
Read more here in @401kspecmag
401kspecialistmag.com/how-ad…
Great working with Whitney Benefits, Inc. on sharing the importance of #CEFEX certification in conjunction with #NationalFiduciaryDay.
Read more here in the The Sheridan Press 📰.
thesheridanpress.com/120781/…
#fiduciary #Certification
CEFEX certifies @aesint (AES) as a #CEFEX Investment Advisor. AES, based in Dubai, is the first organization in the UAE to join the elite group of #InvestmentAdvisors to successfully complete the independent #fiduciary #certification process.
cefex.org/downloads/CEFEX_Ne…
Read here in @401kspecmag an article by our analyst Roger Levy on how the #Brotherston case may have far-reaching impact in the #401k industry. #RetirementPlanning
401kspecialistmag.com/brothe…
Special thanks to our Executive Chairman Blaine Aikin of CEFEX and @fi360, a Broadridge company, for kicking off AIF trainings in Pittsburgh and across the country on #NationalFiduciaryDay. Read more here in @401kspecmag
#Fiduciary #Certification
401kspecialistmag.com/heinz-…
Happy #NationalFiduciaryDay to all of our certified firms. Learn more on what is a #Fiduciary here:
cefex.org/downloads/marketin…
#fiduciaryexcellence #certification
CEFEX certifies Pinnacle Wealth Management of Land O’Lakes, FL as a #CEFEX #InvestmentAdvisor. Pinnacle joins an elite group of investment advisors globally who have successfully completed the independent #certification process. #fiduciary #cefexmark #financialadvisor
Pleased to certify Innovative Benefit Planning, LLC of Moorestown, NJ as a CEFEX Investment Advisor. They join an elite group of investment advisors globally who have successfully completed the independent certification process.
#fiduciary #certification #cefex #investmentadvisor
