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 ...
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 ...
A fiduciary is someone who acts on behalf of ... These so-called advisers are not held to either standard and act as agents of insurance companies solely focused on marketing fixed life insurance ...
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 ...