Understand what a fiduciary bond is and why it is important in protecting the interests of beneficiaries and other parties ...

Mutual Fund A is the best fit for the client’s investment goals, but the fiduciary will earn a commission if the client invests in Mutual Fund B. Steering the client toward Mutual Fund B would ...

Question: I have an adviser, they claim to be a fiduciary but how could they sell me mutual funds? That sounds like a conflict. I’d prefer to manage my own money in Vanguard or Fidelity while ...