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    Tue, Feb 25
    Feb 25, 2020, 7:00 PM
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3ethos CEO Don Trone published an article for Napa-net.org on the how financial advisors can incorporate technology to provide a fiduciary level in robo-advisors.


don trone father of fiduciary behavioral governance

This year marks the 10th anniversary of the launch of the first robo-advisors. However, the concept of using technology to deliver a prudently diversified portfolio based on an investor’s risk/ return profile dates back more than 25 years. In the mid-1990s, Charles Schwab was developing a kiosk-based platform to deliver cost-effective investment solutions that met a fiduciary standard of care.



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Updated: Jun 27, 2018

3ethos CEO Don Trone published an article for Napa-net.org on the issues related to a fiduciary standard of care and threats to advisors.


don trone father of fiduciary behavioral governance

Many organizations are suffering from target fixation. This is a military term to describe a situation where a pilot becomes so absorbed in hitting the target that they lose track of their heading and altitude and actually crash into their objective.



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