Top Tweets for #CEFEX
Read the report to benchmark your firm’s policies against advisory firms that are CEFEX-certified–the gold standard for signifying adherence to fiduciary best practices.
#CEFEX #wealthmanagement #assetmanagement #fintech #fiduciary #BRFi360Solutions https://t.co/jcppHIF8QM
MCWS has earned its 2nd certification with CEFEX (the Centre for Fiduciary Excellence). Last month, we finalized the exam process to earn the designation for our Nonprofit Advisory Services division. #CEFEX #nonprofit #fiduciary #MasterYourWealth #yeswv
https://t.co/aohxm50ad0
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
https://t.co/dGK5aaHixp
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
https://t.co/z9bwapg8Ci
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
https://t.co/PmwidTC4Va
@aesint is officially #certified by @CEFEX1. The first and only firm in the Middle East, Asia and Africa to reach this standard. I’m so proud of our team for making this commitment to serve others. A massive thank you to everyone. #fiduciary #cefex https://t.co/lxKr1BgBid
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.
https://t.co/IGckFf2ElY
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 announce that in the fourth quarter of 2019, CEFEX renewed the registrations for the following 70 organizations.
#cefex #fiduciary #certification
https://t.co/uk0dijdvOB
Great to speak @LPL Retirement Partners Conference on How #CEFEX Advisors are Killing It with Excellence in Marketing” w/ Edward Chairvolotti, Chairvolotti Financial, Don Settina, CFP®, AIFA®, PPC™ & Cindy Settina, RetireRight & Felix Estrada of the LPL home office. #fiduciary
Learn more from #CEFEX analyst Robert W. Patterson, AIA, ICC about “Technical Best Practices for Managing Cyber Risk” in the second part in a series of articles in @401kspecmag
#fiduciary #bestpractices #cyberriskmanagement
https://t.co/zSsf0fQwT9
Excited to share the first of a series of #financialindustry news articles available on @401kspecmag written by our #CEFEX analysts sharing how #fiduciary best practices leverage the training and experience of our certified firms.
#CyberSecuritynews
https://t.co/bTUpCCwCK0
Ailemin kahve uzmanı olarak bana denettiler valla 1tl ye harika içeriz biz #cefex filtre kahve aparata bayıldık👍 @A101iletisim
Congrats to the team at Riptide Software for becoming #CEFEX Certified within the Investment Steward Program! 👍
#401k #fiduciary
Read more in our latest press release:
https://t.co/UNaj4hAmt6
We are pleased to announce that CEFEX, an Fi360 company, has renewed 45 certifications for fiduciary excellence in the second quarter of 2018. Congratulations to the following firms acknowledged here...
#fiduciary #certification #CEFEX
https://t.co/Zg19IQfnIv
CEFEX, the Centre for #Fiduciary Excellence, LLC, an @fi360 ®, Inc. company, has certified, Atlanta Wealth Management, Inc. in Atlanta, GA to the standard described in the handbook “Prudent Practices® for Investment Advisors”.
#wealthmanagement #CEFEX
@AspireSmart is proud to be recognized for 10 years of #CEFEX certification. #FiduciaryExcellence #Fi360Conference @KirtlandPete @CEFEX1
We're Tasmania's only #CEFEX Certified Financial Adviser. Learn a little more about what that means. #fiduciary #financialadvice #ausbiz
We are very proud to be a #CEFEX Certified firm. But, what exactly does that mean and why is it beneficial to you? https://t.co/dj65NK1Ylt
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