As fiduciaries, investment stewards are required to periodically vet the service providers they have hired to ensure they are still getting their money’s worth. The Prudent Practices suggest that this be done approximately every three years. Any service provider that delivers a high level of service should welcome this process as it actually gives them an opportunity to ensure that relationships with their clients are working and will continue to work for both parties.
This webinar covers the fiduciary basis for comparing service providers from time to time and discuss best practices with respect to conducting formal and informal request for proposals.
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Rich Lynch, AIFA®, Director, Fi360 & CEFEX
Scott Revare, AIF®, Managing Director, Fi360
Fi360
Our educational webinars address recent industry developments or specific topics related to fiduciary responsibility. They offer opportunities for interaction between the audience and the presenters, who are Fi360 staff or other industry thought-leaders.
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Live attendance is eligible for one hour of CE for the AIF®, AIFA®, and PPC® Designations. CE credit may also apply for the CFP® Certification, when indicated. Each individual wishing to receive CE credit for any credential must register for and log in to the session individually so that we have a record of your attendance. Recorded videos of previous webinars are available for viewing below. AIF and AIFA Designees must access archived webinars through the Designee Portal in order to receive CE credit. If you have any questions, please email support@fi360.com.
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