The fiduciary standards requires that those who provide investment advice or manage assets for individuals, families, retirement plans, trusts, endowments, and foundations act solely in the interests of the beneficiaries of their services.
This publication provides insight into the comprehensive fiduciary services provided by financial professionals who have earned the Accredited Investment Fiduciary Analyst (AIFA) designation, including the resources they are able to provide through their affiliation with the Center for Fiduciary studies.
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