Consulting services that draw from Dalbar's experience, expertise and research to:
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The Registered Fiduciary (RF™) certification identifies financial professionals that have met the necessary requirements to serve in the important role of a fiduciary. RF™ certified professionals are identified as having met the highest fiduciary standard in the financial industry. The RF™ certification is continuously being updated to reflect the most recent regulatory, marketplace and technology changes.
Go to www.FiduciaryRegistry.com for more information.
Certifications of the quality and compliance with fee disclosure regulations are granted after successful evaluations. Certifications are an independent opinion that plan sponsors and service providers use best practices to comply with new regulations.
Find more information in the Certifications section.
Fee Disclosure Experts (FDE) are specifically trained vetted and qualified professionals who can offer services that assist plan sponsors to conduct the prudent process of evaluation required by new regulations.
Click here to learn if you can become a Fee Disclosure Expert.