IFA Investment Adviser Brendan Connelly shares new information that may be helpful to plan sponsors regarding fiduciary responsibility. He recently obtained the Global Fiduciary Strategist designation and attended a “Leadership Bootcamp for Investment Stewards,” which is scheduled to be held at several military academies. One of the components of this leadership symposium addresses how to ensure that a prudent fiduciary process is in place. He relates the responsibilities of a fiduciary to the success of the Coast Guard in the post-Katrina era and emphasizes the importance of fiduciary training.





