How To Pick A Financial Advisor? Part 1 - Fiduciary Duty Critical Thinking Required podcast

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How to pick a Financial Advisor? Part 1 - Fiduciary Duty

12d ago 10:05

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Konten disediakan oleh LBW Wealth Management. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh LBW Wealth Management atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

This is our “How to pick a financial advisor” mini-series. First, did you know that only roughly 15% of financial advisors are “fiduciaries”, meaning we are legally and ethically bound to act in the best interests of our clients. The rest are operating their business under the “suitability rule”, meaning they don’t need to do what’s best for you, as long as it isn’t grossly inappropriate. Some brokers may say that they “act” as fiduciaries, but that may hold no legal validity. Dan discusses why it’s important to find a true fiduciary advisor, and how you can verify this information.

… continue reading

170 episode

#Trading #Business #Podcasting Education #LBW Wealth Management #Value Investing #Financial Planning #Wealth Management #Asset Management #Value Investor #Stock Market #Market Volatility #Personal Finances #Investing

Artwork

How to pick a Financial Advisor? Part 1 - Fiduciary Duty

Critical Thinking Required

published 12d ago

Bagikan

MP3•Beranda episode

Konten disediakan oleh LBW Wealth Management. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh LBW Wealth Management atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

This is our “How to pick a financial advisor” mini-series. First, did you know that only roughly 15% of financial advisors are “fiduciaries”, meaning we are legally and ethically bound to act in the best interests of our clients. The rest are operating their business under the “suitability rule”, meaning they don’t need to do what’s best for you, as long as it isn’t grossly inappropriate. Some brokers may say that they “act” as fiduciaries, but that may hold no legal validity. Dan discusses why it’s important to find a true fiduciary advisor, and how you can verify this information.

… continue reading

170 episode

#Trading #Business #Podcasting Education #LBW Wealth Management #Value Investing #Financial Planning #Wealth Management #Asset Management #Value Investor #Stock Market #Market Volatility #Personal Finances #Investing

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