When it comes to demonstrating and maintaining a fiduciary duty, financial professionals who have the accredited investment fiduciary, or AIF, credentials have a little more "oomph." This ...
Jurich is an Accredited Investment Fiduciary® and a Certified Annuity Specialist® who manages the IQ Wealth Black Diamond Dividend Growth ™ and the Blue Diamond Technology Leaders™ portfolios.
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Fiduciary vs. Financial Advisor: What’s the Difference?An advisor with any of the following certifications belongs to an organization that expects its members to act in the client’s best interest: Accredited Investment Fiduciary (AIF) Certified ...
These advisors voluntarily take a fiduciary oath, often as part of a professional designation or certification. Certain professional designations, such as the Accredited Investment Fiduciary (AIF ...
a Certified Financial Planner® and an Accredited Investment Fiduciary Analyst®. For more information, please contact him at [email protected] or [email protected].
Non-fiduciary investment professionals are ... Financial Analyst (CFA), Certified Public Accountant (CPA), and Accredited Investment Fiduciary (AIF). 4. How do they charge for their services?
He was awarded the ACCREDITED INVESTMENT FIDUCIARY designation by the University of Pittsburgh-affiliated Center for Fiduciary Studies and is a CERTIFIED FINANCIAL PLANNER. Nick received his ...
A seasoned speaker at prestigious wealth management events, she holds esteemed designations including Accredited Investment Fiduciary® (AIF®) and Certified Exit Planning Advisor (CEPA®).
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