Info for Plan Sponsors - Brendan Connelly - Show 48-2

Tuesday, September 11, 2012 2,827 views

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.

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