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There is a wide variety of financial professionals out there. Although there is some crossover between the responsibilities that fall under each title, one key difference is that the same standards do not all govern them. The various titles and standards can be confusing, especially for people who have never worked with a professional. This can make 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…
Jargon 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 remains shrouded in mystery for some: fiduciary.
