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Centre for Fiduciary Excellence [CEFEX]
Press Releases

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Date Headline
Oct. 31, 2019 Florida United Methodist Foundation is Certified for Fiduciary Excellence
Oct. 29, 2019 Gillette College Foundation is Certified for Fiduciary Excellence
Oct. 3, 2019 Argent Retirement Plan Advisors, LLC d/b/a/ Heritage Retirement Plan Advisors Certified for Fiduciary Excellence
Sept. 24, 2019 WebsterRogers Financial Advisors, LLC is Certified for Fiduciary Excellence
Sept. 17, 2019 Cecilco 401(k) Managed Solutions is Certified to Industry Best Practices
Sept. 16, 2019 Lyra is Certified for Investment Advisor Fiduciary Excellence
Aug. 13, 2019 Magus Private Wealth is Certified for Investment Advisor Fiduciary Excellence
July 25, 2019 ASC Trust is Certified to Industry Best Practices
July 23, 2019 Match-E- Be-Nash-She-Wish Band of Pottawatomi Indians (Gun Lake Tribe) is Certified for Fiduciary Excellence
July 16, 2019 Abacus Wealth Partners is Certified for Fiduciary Excellence
June 26, 2019 CEFEX Offers New Way for Plan Sponsors, Investors to Document Selection and Monitoring of Service Providers
June 24, 2019 The Professional Financial Company d/b/a ProFi is Certified for Fiduciary Excellence
June 20, 2019 CEFEX Executive Chairman Blaine Aikin and Summit Group Retirement Planners, Inc. Honor Ten Investment Stewards for Fiduciary Excellence
June 10, 2019 Finzo NZ Limited is Certified for Investment Support Services
June 6, 2019 Intelligent Capitalworks is Certified for Fiduciary Excellence
June 4, 2019 RCM&D is Certified for Fiduciary Excellence
Apr. 17, 2019 OCC's 401(k) and Legacy Pension Plan Certified for Fiduciary Excellence
Apr. 11, 2019 AGW Capital Advisors is Certified for Fiduciary Excellence
Mar. 21, 2019 Old Mutual Wealth Tailored Funds Portfolio First Investment Manager in South Africa Certified for Fiduciary Excellence
Feb. 14, 2019 Strategic Retirement Partners is Certified for Fiduciary Excellence
Feb. 12, 2019 Titletown Wealth Management is Certified for Fiduciary Excellence
Jan. 15, 2019 Lestna Retirement LLC is Certified for Fiduciary Excellence
Dec. 6, 2018 DecisionPoint Financial is Certified for Fiduciary Excellence
Nov. 29, 2018 Riptide Software 401k Plan Certified for Fiduciary Excellence
Nov. 13, 2018 401(k) Prosperity is Certified for Fiduciary Excellence
Nov. 8, 2018 Pinnacle Plan Design, LLC is Certified to Industry Best Practices
Oct. 18, 2018 Insight Financial Partners, LLC is Certified for Fiduciary Excellence
Oct. 16, 2018 Asia Pacific Association for Fiduciary Studies (APAFS) Investment Fund is Certified for Fiduciary Excellence
Oct. 10, 2018 Retirement, LLC. is Certified to Industry Best Practices
Oct. 2, 2018 Sage Rutty Retirement Plan Services Group is Certified for Fiduciary Excellence
Sept. 7, 2018 Two West Capital Advisors is Certified for Fiduciary Excellence
Sept. 5, 2018 Connectum Capital Management A.S. is the First Norwegian Investment Advisor Certified for Investment Advisor Fiduciary Excellence
Aug. 30, 2018 BPCC Foundation is Certified for Fiduciary Excellence
Aug. 28, 2018 Commerce Street Peak Advisors is Certified for Fiduciary Excellence
July 31, 2018 Rea & Associates, Inc. is Certified to Industry Best Practices
July 26, 2018 Quartz Partners Investment Management is Certified for Fiduciary Excellence
July 24, 2018 Retirement Plan Concepts & Services, Inc. is Certified to Industry Best Practices
July 19, 2018 MPS Loria Financial Planners, LLC Certified for Fiduciary Excellence
July 16, 2018 Capital Advisors Family Office S.A. is the First Latin American Investment Advisor Certified for Investment Advisor Fiduciary Excellence
June 14, 2018 VisionPoint is Certified for Fiduciary Excellence
May 9, 2018 Uwharrie Investment Advisors, Inc. is Certified for Fiduciary Excellence
May 3, 2018 Pinkerton Retirement Services, LLC is Certified for Fiduciary Excellence
Apr. 17, 2018 Tealwood Asset Management, Inc. is Certified for Fiduciary Excellence
Apr. 12, 2018 Paradigm Norton Financial Planning LTD is Certified for Investment Advisor Fiduciary Excellence
Apr. 3, 2018 LPL Financialís Small Market Solution is Certified for Fiduciary Excellence
Mar. 27, 2018 Twelve Points Retirement Advisors is Certified for Fiduciary Excellence
Mar. 7, 2018 Guideline Investments, LLC is Certified for Fiduciary Excellence
Feb. 14, 2018 Beasley & Company is Certified to Industry Best Practices
Feb. 8, 2018 Guideline is Certified to Industry Best Practices
Feb. 6, 2018 BPU Investment Management, Inc., Certified for Fiduciary Excellence
Jan. 30, 2018 Bloomsbury Wealth is Certified for Investment Advisor Fiduciary Excellence
Jan. 23, 2018 Glass Jacobson Investment Advisors, LLC is Certified for Fiduciary Excellence
Jan. 16, 2018 Fiduciary Expert Blaine Aikin Takes Expanded CEFEX Role as Executive Chairman as Company Enhances its Investment Advisor Certification to Verify Conformity to DOL Fiduciary Rule Provisions
Jan. 11, 2018 FutureBenefits of America is Certified to Industry Best Practices
Jan. 9, 2018 Arista Wealth Management is Certified for Fiduciary Excellence
Dec. 12, 2017 Equius Partners is Certified for Fiduciary Excellence
Dec. 6, 2017 Phillip A. Matheson - Independent Financial Partners is Certified for Fiduciary Excellence
Nov. 14, 2017 Prime Pensions, Inc. is Certified to Industry Best Practices
Nov. 8, 2017 Cambridge Investment Research Advisors, Inc. Certified for Investment Support Services
Nov. 1, 2017 BrightPlan, First 'Robo'-Advisor, to be Certified for Fiduciary Excellence
Oct. 19, 2017 Mid-Atlantic United Methodist Foundation, Inc. is Certified for Fiduciary Excellence
Oct. 17, 2017 Oak City Consulting is Certified for Fiduciary Excellence
Sept. 26, 2017 Nvest Financial Group, LLC is Certified for Fiduciary Excellence
Sept. 21, 2017 Direct Retirement Solutions is Certified for Fiduciary Excellence
Aug. 30, 2017 Billings & Co., Inc. is Certified to Industry Best Practices
July 17, 2017 SevenHills Benefit Partners, a Pensionmark Retirement Firm, is Certified for Fiduciary Excellence
June 6, 2017 PlanCheckr, LLC is Certified for Investment Support Services
May 30, 2017 Sovereign Investment Advisors, LLC is Certified for Fiduciary Excellence
Mar. 20, 2017 Bosch Financial and IFP Plan Management are Certified for Fiduciary Excellence
Jan. 4, 2017 LHD Retirement Advisors Certified for Fiduciary Excellence
Dec. 6, 2016 Kidder Advisers, LLC is Certified for Fiduciary Excellence
Nov. 29, 2016 Clear Financial Advisors is Certified for Fiduciary Excellence
Nov. 22, 2016 Moneta Group Investment Advisors, LLC is Certified for Fiduciary Excellence
Oct. 25, 2016 Certified Advisory Corporation is Certified for Fiduciary Excellence
Oct. 17, 2016 PWL Capital Inc. is Certified for Fiduciary Excellence
Sept. 29, 2016 Greenberg Graham Advisors, LLC is Certified for Fiduciary Excellence
Sept. 27, 2016 Financial Management, Inc. is Certified for Fiduciary Excellence
Sept. 20, 2016 Cygnet Financial Planning, Inc. is Certified for Fiduciary Excellence
Aug. 31, 2016 Allodium Investment Consultants is Certified for Fiduciary Excellence
July 27, 2016 Altigro Pension Services, Inc. is Certified to Industry Best Practices
June 30, 2016 Advent Design Corporation is Certified for Fiduciary Excellence
June 30, 2016 Keating Partners is Certified for Fiduciary Excellence
June 22, 2016 Redrock Wealth Management is Certified for Fiduciary Excellence
June 8, 2016 Sentinel Benefits & Financial Group is Certified to Industry Best Practices
May 31, 2016 Mancell Financial Group is Certified for Fiduciary Excellence
May 23, 2016 Victory Asset Management Company is Certified for Fiduciary Excellence
May 9, 2016 Alman Partners Pty Ltd is Certified for Fiduciary Excellence
May 2, 2016 Pensionmark Financial Group, LLC is Certified for Investment Support Services
Apr. 1, 2016 Capital Partners Consulting Pty Ltd is Certified for Fiduciary Excellence
Mar. 29, 2016 Pilgrims Capital Advisors, Inc. is Certified for Fiduciary Excellence
Mar. 7, 2016 Niles Lankford Group, Inc. is Certified to Industry Best Practices
Feb. 16, 2016 Stockshield, LLC is Certified for Fiduciary Excellence
Feb. 8, 2016 Bronfman E.L. Rothschild is Certified for Fiduciary Excellence
Feb. 4, 2016 Satis Asset Management Limited is Certified for Investment Advisor Fiduciary Excellence
Feb. 1, 2016 Alliance Benefit Group of Illinois is Certified for Fiduciary Excellence
Jan. 25, 2016 MHK Retirement Partners is Certified for Fiduciary Excellence
Jan. 18, 2016 Savant Capital, LLC Certified to ERISA 3(16) Administrator Role
Jan. 11, 2016 Conestoga Group, Inc. is Certified for Fiduciary Excellence
Dec. 21, 2015 Mariaca Wealth Management, LLC is Certified for Fiduciary Excellence
Dec. 14, 2015 Murphy & Sylvest is Certified for Fiduciary Excellence
Dec. 10, 2015 Northern Wyoming Community College Foundation dba Sheridan College Foundation is Certified for Fiduciary Excellence
Dec. 7, 2015 Open Window Financial Solutions, Ltd. is Certified for Fiduciary Excellence
Nov. 4, 2015 InterOcean Capital, LLC is Certified for Fiduciary Excellence
Oct. 26, 2015 Delmont Utilities is Certified for Fiduciary Excellence
Oct. 26, 2015 Greg A. Vietri, Inc. is Certified for Fiduciary Excellence
Oct. 26, 2015 Heritage's Dairy Stores is Certified for Fiduciary Excellence
Sept. 29, 2015 Delaware Valley Retirement, Inc. is Certified to Industry Best Practices
Sept. 22, 2015 Beacon Benefits, Inc. is Certified to Industry Best Practices
Sept. 2, 2015 BpH Wealth Management LLP is Certified for Investment Advisor Fiduciary Excellence, The First in The United Kingdom
July 28, 2015 Stewart Financial Group Limited is Certified for Fiduciary Excellence
July 21, 2015 Private Advisor Group is Certified for Investment Support Services
July 14, 2015 Christopher R. Rainer -- LPL Financial is Certified for Fiduciary Excellence
June 30, 2015 Colony Group LLC is Certified for Fiduciary Excellence
June 23, 2015 FTB Advisors, Inc. is Certified for Fiduciary Excellence
June 9, 2015 DWC ERISA Consultants, LLC is Certified to Industry Best Practices
June 2, 2015 Preferred Pension Planning Corporation is Certified to Industry Best Practices
May 13, 2015 American Benefits Systems, d.b.a. Simpkins & Associates is Certified to Industry Best Practices
May 6, 2015 Mariner Retirement Advisors is Certified for Fiduciary Excellence
Apr. 22, 2015 Blue Prairie Group is Certified for Fiduciary Excellence
Apr. 8, 2015 Alliant Employee Benefits Is Certified To Industry Best Practices
Mar. 24, 2015 BAC Capital Advisors, LLC is Certified for Fiduciary Excellence
Mar. 9, 2015 The Centurion Group, LLC is Certified for Fiduciary Excellence
Feb. 19, 2015 Qualified Plan Solutions, LC is Certified to Industry Best Practices
Feb. 10, 2015 Retirement Strategies, Inc. is Certified to Industry Best Practices
Feb. 5, 2015 CEFEX Introduces Fiduciary Certification Workshops
Jan. 26, 2015 Consilium Group Is Certified For Fiduciary Excellence
Jan. 20, 2015 Pension Associates International is Certified to Industry Best Practices
Jan. 13, 2015 United Retirement Plan Consultants is Certified to Industry Best Practices
Dec. 18, 2014 Trinity Pension Group, LLC is Certified to Industry Best Practices
Nov. 19, 2014 Creative Retirement Systems, Inc. is Certified to Industry Best Practices
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