Understanding the different types of fiduciaries and what it means for your business model

Scott Simon, Principal, Prudent Investor Advisors, LLC, Scott Pritchard, Managing Director, Advisors Access, Capital Directions, and Rich Lynch, COO, fi360.

March 11, 2010

This session explains the differences between ERISA 3(21) and 3(38) fiduciaries, along with other, non-ERISA fiduciaries, under what circumstances you would choose to act as one type versus another, what this means for your business model and how you market yourself.