So what does it mean to be a fiduciary? Plenty when you consider the legal, regulatory and professional implications. It means different things to different advisors, depending on their registered status, experience and background.
What is clear is the need to continue to build consensus around what the term means to the industry.

Donald B. Trone, GFS, is the founder and CEO/Chief Ethos Officer of 3ethos and serves as a facilitator (instructor) for Academy Leadership, which provides executive leadership training to Fortune 1,000 companies. He was the founder and president of the Foundation for Fiduciary Studies, and is the former director of the Institute for Leadership at the U.S. Coast Guard Academy.

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