Don Trone, GFS is one of the Co-founders and CEO of the Behavioral Governance Institute (formerly 3ethos). He is the former CEO and principal Founder of fi360; former Founder and President of the Foundation for Fiduciary Studies; former CEO of the Center for Board Certified Fiduciaries; and first person to direct the Institute for Leadership at the U.S. Coast Guard Academy.
The Impact Anti-DEI/ESG May Have on Fiduciary Responsibility
To act in the best interests of a client, a fiduciary has a duty to align the client’s goals and objectives with their core values, priorities, and sense of purpose
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Don Trone says ‘B’ all you can be in 2025 when it comes to improving retirement outcomes
Taking a Google Maps Approach to Professional Development
Don Trone explains how AI provides information; Interactive MindMaps provide knowledge that can be instrumental in critical training for fiduciaries
‘Fiduciary’ Should No Longer Be the Cornerstone of Our Profession
When the roles of politicians and regulators become indistinguishable, the result will often be complex rules and regulations that do more harm than good
The Dark Side of 401k Fiduciary
Fiduciary has become a marketing term/tool, and is no longer: There’s a common characteristic that links exemplary fiduciaries;…
3 Fiduciary Standards to Evolve from Good to Great
There are more than a dozen different fiduciary standards in play today. To simplify this patchwork of regulatory…
7 Ways to Protect Fiduciary Clients from Decision-Making Fatigue
When you’re advising clients who are serving in a lay-fiduciary capacity—those that are managing the assets of a…
9 Attributes of a Fiduciary Worthy of ‘Justified Trust’
When lay fiduciaries (trustees or investment committee members) lack the time, inclination, or knowledge to prudently manage their…
7 Behaviors of Exemplary Fiduciaries
The vast majority of our nation’s liquid investable wealth is in the hands of lay-fiduciaries—the 8 million men…
7 Ways to Make Your Fiduciary Presentations More Effective
You may want to consider pitching your pitch book. Another casualty of the current crises may be your…