SRI Conference: Be the Inspiration for Moral, Ethical, and Prudent Decision-Making

Don forecasted at The SRI Conference in 2012 that fiduciary responsibility would become marginalized and proposed a new approach to serving investment clients with a focus on leadership, stewardship, and governance.

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ThinkAdvisor: A Fiduciary Future

3ethos CEO Don Trone was quoted in an article for ThinkAdvisor by Ellen Uzelac on the changes advisors will have to adapt accepting a fiduciary standard.

Any conversation about fiduciary duty naturally includes its most critical component: putting the best interest of the client first. What is often overlooked is the requirement to demonstrate procedural prudence, the second-most critical element.

“Simply stated, it’s documenting the details of the decision-making process,” says Donald Trone, founder of the Foundation for Fiduciary Studies and the lead developer of the 2010 Fiduciary Standard.

A link to the ThinkAdvisor complete article is here.

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