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Suitability vs. Fiduciary

5a Suitability Vs. Fiduciary

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

5a Suitability Vs. Fiduciary

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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Joseph Clark, CFP®

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