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View More Press Releases by Centre for Fiduciary Excellence [CEFEX]
Press release:
BetterWealth, LLC is Certified for Fiduciary Excellence |
Issued by: Centre for Fiduciary Excellence [CEFEX] Date: May 5, 2020 |
PITTSBURGH, MAY 5, 2020 – CEFEX, the Centre for Fiduciary Excellence, a division of Fi360 Inc. has certified BetterWealth, LLC in San Jose, CA to the standard described in the handbook “Prudent Practices® for Investment Advisors”. BetterWealth, LLC (BetterWealth) joins the elite group of Investment Advisors to successfully complete the independent certification process. The standard describes how an Investment Advisor assumes the responsibility for managing a client’s overall investment management process, which includes the selection, monitoring and de-selection of investment managers, as well as developing processes to implement investment strategies and fiduciary practices on an ongoing basis. According to the Vice President, Centre for Fiduciary Excellence, Carlos Panksep, “Through CEFEX’s independent assessment, the certification provides assurance to individual and institutional clients, that BetterWealth has demonstrated adherence to the industry’s best fiduciary practices. This indicates the firm’s interests are aligned with retirement plan participants and investors.” BetterWealth, LLC is certified as an independent, fee-only firm providing investment management, wealth management and retirement plan services for individuals, trusts and small business owners. BetterWealth is registered on this public page, where its certificate can also be viewed. The standard is substantiated by legislation, case law and regulatory opinion letters from the Employee Retirement Income Security Act (ERISA), the Investment Advisers Act of 1940, the Uniform Prudent Investor Act (UPIA), the Uniform Prudent Management of Institutional Funds Act (UPMIFA) and the Model Management of Public Employee Retirement Systems Act (MMPERSA) in the U.S. A full copy of the standard can be downloaded from CEFEX at www.cefex.org and a summary can be viewed by clicking on BetterWealth’s on-line Independent Assessment Report. More information about BetterWealth, LLC is available at www.betterwealth.us. About CEFEX® About Fi360® BL:hh |
View More Press Releases by Centre for Fiduciary Excellence [CEFEX]
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