Tag: fiduciary standard

Financial Advisor Ethics: What You Need to Know

Hiring a financial advisor can be one of the smartest moves you can make.  Having a trusted advisor can mean the difference between achieving your...

Suitability vs. Fiduciary Standards…It Matters!

If you are anything like us, you are always busy — right? We tend to make time for what is most important to us but...

#1 Investment Myth –Effectively Managing Your Own Portfolio

In today’s world there is a lot of noise regarding do-it-yourself investing.  If you Google “Do-it Yourself-Investing”, over 44.8 million search results are generated.  The...

Why the Fiduciary Standard is Important to You!

President Harry Truman quoted “If you can’t convince them, confuse them”.  In the financial planning world this statement has truth.  Financial products are becoming more...

The “F” Word….Fiduciary Standard of Care

Not that one that immediately came to mind! The one that applies to the world of investments and investment advice. The word I am referring...

Why is Wall Street Fighting Fiduciary Standards for Sales Reps?

Wall Street firms employ or license hundreds of thousands of sales representatives.  Wall Street does not want these reps locked out of the retirement asset...

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