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Tag Archives: Accredited Investment Fiduciary

Smith awarded designation

Clayton Smith of WealthPartners has been awarded the Accredited Investment Fiduciary designation from the Center for Fiduciary Studies. The AIF designation signifies specialized knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care. Smith, a resident of Madison, is a Retirement Plan Adviser for WealthPartners. He specializes in establishing and maintaining ...

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Hill earns AIF designation

Richard L. Hill, financial planning coordinator at Hardy Reed Capital Advisors, has been awarded the Accredited Investment Fiduciary (AIF) designation from Fiduciary360 (fi360), an organization offering training, tools and resources to promote a culture of fiduciary responsibility and improve the decision making processes of fiduciaries. The AIF designation signifies knowledge of fiduciary responsibility and the ability to implement policies and ...

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