Raising the Bar

Dramatic new Securities and Exchange Commission (SEC) disclosure requirements will change the way trustees choose and manage financial advisers. These disclosures provide information that trustees may not have been able to cobble together on their own and perhaps also raise the due diligence bar for trustees. For the first time, trustees will be able to see a full picture of services, fees, disciplinary

Dramatic new Securities and Exchange Commission (SEC) disclosure requirements will change the way trustees choose and manage financial advisers. These disclosures provide information that trustees may not have been able to cobble together on their own — and perhaps also raise the due diligence bar for trustees.

For the first time, trustees will be able to see a full picture of services, fees, disciplinary history and conflicts of interest — all the things that a duti

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