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…

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…