The Rise of the “Checklist” Fiduciary (And the Power of Four Overlooked Words)

In the February 2016 Newsletter Phil discusses the trend among so-called Sec. 3(16) fiduciaries to commoditize and dumb down the essential fiduciary functions to the level of completing one or more checklists. To read this newsletter, please go to the drop down menu under the Publications tab above.

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