BALTIMORE, MD – After undergoing a thorough and independent assessment of investment management processes, investment strategy implementation and other fiduciary practices, RCM&D announced the formal renewal of its Centre for Fiduciary Excellence (CEFEX®) certification from Broadridge. RCM&D remains part of a select group of advisors from around the world to successfully complete the independent certification process, marking its seventh consecutive renewal.
“Renewing our CEFEX certification reflects the discipline and consistency our clients count on year after year,” said Rob Kotler, RCM&D Retirement Practice Leader. “It reinforces that our advice is guided by a well-documented process built around protecting our clients’ financial well-being.”
Part of the rigorous, evidence-based assessment includes successfully demonstrating adherence to documented and legally substantiated fiduciary standards. The annually renewed certification signifies an ongoing commitment to providing consistent, objective advice aligned with each client’s interests, both at the institutional and individual levels.
“Maintaining certification requires a continued adherence to the industry’s best practices. This is verified through our annual renewal assessment,” said Carlos Panksep, Vice President, Centre for Fiduciary Excellence.
Official registration for RCM&D can be seen here, and the Independent Assessment Report can be viewed here. To learn more about CEFEX certification visit cefex.org.
About RCM&D
RCM&D is ranked among the top independent insurance advisory firms in the United States. Our teams provide strategic consulting and tailored solutions in risk management, insurance and employee benefits. Leveraging more than 140 years of experience, we partner with you to identify and mitigate your unique risks.
Investment Advisory Services offered through Global Retirement Partners, LLC a registered investment advisor. Global Retirement Partners, LLC and RCM&D are separate non-affiliated entities.
About Broadridge
Broadridge Financial Solutions (NYSE: BR), a global Fintech leader with $5 billion in revenues, provides the critical infrastructure that powers investing, corporate governance, and communications to enable better financial lives. We deliver technology-driven solutions that drive business transformation for banks, broker-dealers, asset and wealth managers and public companies. Broadridge’s infrastructure serves as a global communications hub enabling corporate governance by linking thousands of public companies and mutual funds to tens of millions of individual and institutional investors around the world. Our technology and operations platforms underpin the daily trading of more than U.S. $9 trillion of equities, fixed income and other securities globally. A certified Great Place to Work®, Broadridge is part of the S&P 500® Index, employing over 13,000 associates in 21 countries. For more information about us please visit broadridge.com.