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What Is a Fiduciary?

Posted by Jay Hutchins on Jun 25, 2024 11:11:10 AM
J argon is wonderful when it applies to your profession but is not so enduring when it applies to someone else s. I am surrounded in my family by medical professionals and engineers. So, one can only imagine the conversations around my house flying over the head of a financial planner. However, my industry jargon can confuse   clients of financial services. In this blog , I will shed some light on a significant word that gets used quite often but re mains shrouded in mystery for some: fiduciary.
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Topics: fiduciary

Standards of Care in the Finance Industry: Fiduciary vs. Best Interest

Posted by Clara Moses on Jul 27, 2022 5:28:14 PM

There is a wide variety of financial professionals out there, and although there is some crossover between the responsibilities that fall under each title, one key difference is that they are not all governed by the same standards. The various titles and standards can be confusing, especially for people who have never worked with a professional before. This can make the process or finding help even more daunting for beginners who may already be hesitant about letting someone else handle their money. If you’re in that boat, look for a fiduciary financial advisor. You can confidently trust these professionals, and here’s why…

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Topics: fiduciary

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