The answer to that question is important: It determines whether the person you’re working with is legally required to put your interests first. Despite all the inside-the-industry fuss about the ...
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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 ...
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Fiduciary vs. Financial Advisor: What’s the Difference?Working with a financial advisor has its benefits. These professionals can help you analyze your finances, define your goals and create a plan to reach them — whether it’s buying a house ...
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What is a fiduciary duty?Fiduciary duty obligates a professional to act in the client’s best interests. This can apply to financial advisors, attorneys, real estate agents and other professionals. Fiduciary duty is ...
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 ...
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