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E-mail: CFDD@TheCFDD.com
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CFA Institute
What Every Investor Should Know [1]
Charles Schwab Institutional
Investing In More Objective Advice:
A Guide to Working With an Independent Registered Investment Advisor [2]
Fi360
Self-Assessment of Fiduciary Excellence [3]
Fred Reish & Joe Faucher
The Fiduciary Duty to Ask for Help [4]
Morningstar Advisor
Fiduciary Focus: The Ideal Advisor to Retirement Plan Fiduciaries [5]
Multnomah Group, Inc.
ERISA Fiduciary Responsibility:
Fiduciary Reliance on Registered Investment Advisors [6]
NAFPA
Comprehensive Financial Planning Diagnostic [7]
Comprehensive Financial Planning Checklist [8]
Pete Swisher
Solving an Employer’s Fiduciary Dilemma:
Liability, Discretion & The Role of the Qualified Plan Advisor [9]
PWBA Advisory Council Working Group
Questions A Fiduciary Should Ask [10]
SEC
Examinations of Select Pension Consultants [11]
Investment Advisors:
What You Need to Know Before Choosing One [12]
U.S. Department of Labor
Selecting & Monitoring Pension Consultants:
Tips for Plan Fiduciaries [13]
Links:
[1] http://www.thecfdd.com/files/researchtrends/Research5.pdf
[2] http://www.thecfdd.com/files/researchtrends/Research8.pdf
[3] http://www.thecfdd.com/files/researchtrends/Research9.pdf
[4] http://www.reish.com/publications/article_detail.cfm?ARTICLEID=498
[5] http://advisor.morningstar.com/articles/Doc.asp?docId=14677
[6] http://www.thecfdd.com/files/researchtrends/Research10.pdf
[7] http://www.thecfdd.com/files/researchtrends/Research12.pdf
[8] http://www.thecfdd.com/files/researchtrends/Research11.pdf
[9] http://www.fpanet.org/journal/articles/2004_Issues/jfp0204-art6.cfm?&
[10] http://www.thecfdd.com/files/researchtrends/Research4.doc
[11] http://www.thecfdd.com/files/researchtrends/Research1.pdf
[12] http://www.sec.gov/investor/pubs/invadvisers.htm
[13] http://www.thecfdd.com/files/researchtrends/Research2.pdf