Money managers, financial advisors, bankers, insurance agents, accountants, executors, board members, and corporate officers all have fiduciary responsibilities. Fiduciaries are legally bound to ...
Fiduciary has become a hot button word in the financial industry. What makes an advisor a fiduciary? Is being a fiduciary better for the client? What about for the advisor? To make matters more ...
an annuity in this situation from a commission-based fiduciary agent would have preserved her $18,000 of income for life. Her income would be guaranteed. The agent would have been compensated by ...
Editor’s note: This is part two of a two-part series about the importance of working with a fiduciary financial adviser. Part one is Three Ways Fiduciary Financial Planners Put You First.
Ask an Advisor: 'I'm Too Trusting and Gullible.' How do I Find a Financial Advisor Who Truly Acts as a Fiduciary? How can I reliably verify that a specific financial advisor is a true and full ...
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 ...
A fiduciary standard is a legal structure whereby financial professionals — brokers, advisors, insurance agents and others — must recommend investments that are in a client's best interest ...
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