FiduciaryPath · Apr 14, 2022 · 2:41 PM UTC

FiduciaryPath

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FiduciaryPath@FiduciaryPath14 Apr 2022

What does reputation mean to you and your nonprofit organization? Register now for 15 Ways to Enhance Donor Trust by Improving Your Investment Stewardship! bit.ly/3M4kvqD April 21 at 2 p.m. Central

FiduciaryPath · Jul 6, 2023 · 6:12 PM UTC

FiduciaryPath@FiduciaryPath6 Jul 2023

If you missed the Investment News webcast about “Taking charge of your investment fees,” here’s where you can find the replay! Carolyn McClanahan Matt Matrisian, MBA Jeff Benjamin lnkd.in/eShXvJFq

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FiduciaryPath · Jun 27, 2023 · 9:59 PM UTC

FiduciaryPath@FiduciaryPath27 Jun 2023

What if you could save time, reduce your risk & have a better plan? As 402(a) Named Fiduciaries, Fiduciary Wise, LLC, we can help. “Plaintiffs had criticized the plan's costs and investment-option selection in a class action lawsuit...” lnkd.in/gfmdUig7

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FiduciaryPath · Jun 26, 2023 · 7:58 PM UTC

FiduciaryPath@FiduciaryPath26 Jun 2023

Fiduciaries at Reg Inv Advisor firms set up their firms to avoid conflicts. Last week, Carolyn McClanahan, Matt Matrisian, MBA & I discussed this w InvestmentNews’s Jeff Benjamin. Video, Investment News, GoRIA; reporting by Mark Schoeff Jr. Below. lnkd.in/eX4aYUwe

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