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Fiduciary Duties & Corporate Governance

Board of Directors

What Is the ROI for a Private Company Board of Directors?

Successful firms view their boards of directors as competitive weapons. Boards impact the most important business matters. And, since they are expensive and consume substantial time, a board of directors needs to be effective in their impact.


Financial Poise Radio

Episode 90 – Jeff Kelley & John Drachman – Equity Institutional / Alpha Segment

In this show, Jeff Kelley of Equity Institutional (an asset custodian) and John Drachman of Alpha Segment (a Series 7 Registered Representative) offer their perspectives on the “fiduciary rule.”


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