Non-fiduciary investment advisors are salespeople selling their firm's products and services and, as a result, tend to recommend investments that pay them more, ...

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 ...

Thus, the firm is also a fiduciary. I liken the Uniform Investment Adviser Law Exam registration as “just getting over the hurdle,” but not by much. Upon passing the Series 65 exam, ...

What to know about the DOL fiduciary rule, whether you're a broker-dealer, insurance agent, IRA advisor, registered investment advisor, or plan sponsor.

Currently, not all investment advisors have a fiduciary education or duty, says Matthew Eickman, an AIF and national retirement practice leader at Qualified Plan Advisors. “On the one hand, that ...

Some RIAs or fiduciary planners can take it a step further and advise their clients not to make any fear-based investment decisions, especially if the advisor thinks it’s in their best interests. 2.

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 ...

Fidelity Investments is a fiduciary when it works in an investment adviser capacity. But it’s not legally required to act as a fiduciary when operating in a broker-dealer capacity.

Larry Sidney / Fiduciary Investment Advisor Representative When it comes to money matters and planning for the future, you’ve probably heard about financial advisors.

In other words, a fiduciary bound by the SEC's fiduciary duty responsibilities not only acts with your best interests in mind ...

You may have heard a great deal of discussion lately about something called the fiduciary standard and how it applies to investment advice. The fiduciary standard has been around for hundreds of ...

Each year, Russell Investments does a nice job calculating the value of working with an investment adviser. They recently estimated the value added as a little more than 4% (which I'd argue ...