cefex.org
CEFEX | Fiduciary Excellence at Investment Advisory Firms
http://www.cefex.org/ReleasedMedia.aspx
CEFEX brings practice management research to advisory firms. Tibble Vs. Edison Amicus Brief Filed. CEFEX Analyst Firm Cambridge Fiduciary Services files an amicus brief with the U.S. Supreme Court regarding the use of retail cost mutual funds when lower cost institutional class funds are available. CEFEX adds data security requirements into certification. Fi360 and CEFEX provide comments to SEC Strategic Plan. CEFEX designations are gaining more widespread adoption, and some say that working with an advi...
wealthqb.com
Retirement Plan Services
http://www.wealthqb.com/retirement-plan-services
Skip to main content. Managing Partner, Joe Gordon, started his career working with plan sponsors 35 years ago. After building a successful retirement plan consulting firm in the 80s & 90s, Joe decided to launch Gordon Asset Management, LLC in 2001. Fast forward to today, Joe drew upon all facets of the industry to assemble a highly-skilled team of individuals with the knowledge, experience, and drive to continue his vision. How do we help? Prudently selecting and monitoring investment options.
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