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We hope you find these articles interesting:
Glossary of Terms
AIFA Code of Ethics
The Value of Working with an AIF or AIFA Designees
What are Eligible Investment Advice Arrangements for Plan Sponsors?
Leading Financial Service Organizations to Help Fee-Only Advisors Follow PPA Provisions for ‘Fiduciary Adviser’ Standard
New Certification for Fiduciary Advisers and Eligible Investment Advice Arrangements
fiduciary360: Proposed Criteria for the Required Annual Audit of Fiduciary Advisers
Recent Fiduciary Breach Lawsuits
The Impact of the 2006 Pension Protection Act on Investment Advisors
Reish Luftman Reicher & Cohen October 2006 Bulletin on the PPA
CEFEX News Release: Investment Advisor Certification
CEFEX News Release: World's First Certification
(Click on the CEFEX logo for an updated list of firms)
CEFEX Registered Firms
ASPPA and CEFEX Introduces Recordkeeper Certification