Editor's note: The Center for Due Diligence 2014 conference includes a panel discussion on 3(16) services – "Outsourced 3(16) Fiduciary Services: Marketing Con or Gold Standard?" – scheduled for 10:30 a.m. Wednesday. Click here for the full conference schedule.
SAN ANTONIO, Texas – Pete Swisher, Pentegra's national sales director, was on the phone with me the other day to talk about 3(16) fiduciary services and, boy, I guess I hit a nerve.
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