Advisors as Fiduciaries (or Not) - Exponent Philanthropy

Advisors as Fiduciaries (or Not)

Search for Additional Resources

No two-word concept is more misused or misunderstood in the investment industry than fiduciary responsibility.

The investment industry’s most significant divide is between advisors who bear a fiduciary responsibility to their clients and those who do not. Before you consider the details of your foundation’s investment management, determine whether to have a co-fiduciary at the table.

Full article includes sample document.

Login to Read More

Exclusive Member Content

Join Now