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 ...
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 ...
Jurich is an Accredited Investment Fiduciary® and a Certified Annuity Specialist® who manages the IQ Wealth Black Diamond Dividend Growth â„¢ and the Blue Diamond Technology Leadersâ„¢ portfolios.
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].
If a non-accredited investor is permitted to invest ... Use this free tool to get matched with a fiduciary financial advisor. Because private businesses don't have the same disclosure requirements ...
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®).