Testing Advisors' Fiduciary Know-How
By Savita Iyer-Ahrestani, Savita Iyer-AhrestaniThe Centre for Fiduciary Excellence LLC (CEFEX), an independent global assessment and certification organization based in Toronto, is putting advisory firms through a rigorous assessment process to determine their level of fiduciary responsibility.
January 11, 2005
Supreme Court Lets HMO Provider Suit ContinueA major class-action suit against 6 large managed care companies has moved a step closer to trial.[@@]The U.S. Supreme Court declined Monday to review ...
July 19, 2004
Allianz To Use Saba Educational ProgramsNU Online News Service, July 19, 2004, 12:31 p.m. EDTAllianz A.G., Munich, has picked Saba Software Inc., Redwood Shores, Calif., to help it develop ...
January 27, 2004
Regulators Ponder LTC Model RevisionNU Online News Service, Jan. 27, 2004, 6:41 p.m. EST -- Regulators are deciding whether it's time to take another look at long term ...
November 21, 2003
Dalbar Expands 401(k) CertificationNU Online News Service, Nov. 21, 2003, 11:50 a.m. -- Dalbar Inc., Boston, says it will expand its certification of financial advisors who advise ...
September 24, 2003
Acadient To Offer Web-Based CFP Exam Review CourseNU Online News Service, Sept. 24, 2003, 4:03 p.m. EDT -- Acadient Inc., Boston, will be offering a Web-based version of the Keir Educational ...
March 21, 2003
Penn Treaty Could Return To CaliforniaNU Online News Service, March 21, 2003, 11:43 a.m. EST -- Penn Treaty American Corp., Allentown, Pa., says it is hoping it can get ...