What does it mean to be CEFEX-certified?

CEFEX-certified firms adhere to a standard representing the best practices in their industry. The standards include specific criteria which have been substantiated by regulation or written in consultation with leading firms. A successfully completed standards-based assessment results in certification. This is written assurance that the firm meets the requirements of the standard. This link will…

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Post Election Market Reaction

Post Election Market Reaction The good news is that we’ve finally witnessed the end of the nastiest presidential contest, arguably, since the Jackson-Adams campaign of 1828. Both sides have been hurling vitriol and fomenting enmity since the middle of last year. We’ve been awash in media coverage spiked with an embarrassing amount of propaganda and…

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NEWS RELEASE – INVESTMENT ADVISOR IS CERTIFIED FOR FIDUCIARY EXCELLENCE

NEWS RELEASE INVESTMENT ADVISOR IS CERTIFIED FOR FIDUCIARY EXCELLENCE   PITTSBURGH September 27, 2016 – CEFEX, the Centre for Fiduciary Excellence, LLC, an fi360 company, has certified Financial Management, Inc. in Little Rock, AR to the standard described in the handbook “Prudent Practices® for Investment Advisors”. Financial Management, Inc. (Financial Management) joins the elite group…

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