Authority to Issue RFTM Certification
DALBAR, Inc. has created and acts as registrar for the Registered Fiduciary and RFTM certification. As registrar, DALBAR certifies and authorizes the use of these certifications. RFTM is a trademark of DALBAR.
Authority to act as registrar is granted by the Fiduciary Standards Board. The Fiduciary Standards Board is a non-for-profit (501(c)(3)) organization established in September of 2000 to develop and advance standards of care for investment fiduciaries, which includes trustees, investment committee members, brokers, bankers, investment advisers, money managers, etc. The Fiduciary Standards Board is independent of any ties to the investment community and therefore positioned to be a crucible for advancing fiduciary standards throughout the industry to the public.