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

Critical Thinking Required

Контент предоставлен LBW Wealth Management. Весь контент подкастов, включая эпизоды, графику и описания подкастов, загружается и предоставляется непосредственно компанией LBW Wealth Management или ее партнером по платформе подкастов. Если вы считаете, что кто-то использует вашу работу, защищенную авторским правом, без вашего разрешения, вы можете выполнить процедуру, описанную здесь https://ru.player.fm/legal.

2M ago 10:05

MP3•Главная эпизода

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.

171 эпизодов

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