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Retirement Plan Consulting Practice of FORVIS Private Client Earns Fiduciary Excellence Certification
September 20, 2023

CHARLOTTE, North Carolina, Sept. 20 -- Forvis, an accounting and advisory firm, issued the following news release:

The Retirement Plan Consulting practice of FORVIS Private Client is now certified by the Centre for Fiduciary Excellence (CEFEX), a division of Broadridge Fi360 Solutions (Broadridge).

This certification is only granted by Broadridge to firms that demonstrate adherence to fiduciary best practices, and it signifies conformity to a recognized global standard . . .

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