Day: December 25, 2013

FACE Audit™ now or later or a Christmas gift idea

Trustees have a fiduciary duty and must know(1) the fees, commissions and expenses charged to assets in trust or fiduciary accounts.  The new third party compliance FACE Audit™ helps trustees meet their fiduciary duty.  The FACE Audit™ is appropriate for trustees who don’t have time or sufficient skills to gather, understand, calculate and evaluate the […]

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