Wealth Management & Financial Planning

Wealth Management & Financial Planning

Suitability vs. Fiduciary

Consider This Program with Joe Clark, CFP, and Grant Soliven, AIF.
In this segment we will cover:

Fiduciary risks are becoming a buzzword with such prominent use. Proposed legislation mandating fiduciary standards may have failed, but they at least prompted many to adopt and promote the term. It's important to learn this function because otherwise, it would be like a coach sending his football team on the field without nominating a quarterback.

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Disclaimer: Do not construe anything written in this post or this blog in its entirety as a recommendation, research, or an offer to buy or sell any securities. Everything in this post is meant for educational and entertainment purposes only. I or my affiliates may hold positions in securities mentioned in the blog. Please see our Disclosure page for the full disclaimer.

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