Businesses that provide administrative only services to fiduciary organizations such as recordkeepers and third party administrators generally do not perform fiduciary functions and do not formally accept fiduciary status.
Service providers that have been certified against a fiduciary support standard recognized by IFLC are eligible in this category for membership in IFLC.
Benefits to Members
Five Star Fiduciary Fitness Ranking awareness program
Case studies of winning requests for proposal
Quarterly newsletter
Networking with peers online
Co-sponsored events that focus on organizations that acquire fiduciary support services
Distribution outlet for your firm's white papers and position reports
Join Us and Strengthen Your Firm's Fiduciary Servicing Identity
Membership in IFLC will raise your firm to the level of an elite vendor to fiduciary organizations.
IFLC's impeccable independence qualifies its members elite status.
Lookup rankings for investment advisors, money managers, and third party administrators.
Insights is a quarterly electronic newsletter that identifies issues of importance to IFLC and how its members can capitalize on their status.
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Five Star Fiduciary Fitness Ranking awareness program
