Fiduciary

/Tag:Fiduciary

Fiduciary or Suitability? SecureFamily or not so Secure?

I have recently seen a spate of advertisements from “Securefamily.org.” that attempts to discredit the work being done on pending fiduciary rules and regulations. Since […]

Weighing In – 401(k) Fees, Wall Street and the Supreme Court

Americans who are saving for retirement in company-sponsored 401(k) plans have paid billions of dollars of excess expenses to Wall Street investment firms.

There are layers […]

What Seniors Need to Know about Financial Advisors and Ethical Standards

Very few investors know there are two ethical standards for financial advisors. One is a fiduciary standard that requires advisors to always do what is […]

What Robo Investing Really Looks Like

I just finished reading an article about a debate between the Wealthfront CEO and Ric Edelman. It intrigued me enough to go to the Wealthfront […]

Does Your Financial Advisor Owe You Money? – Standards of Care

Determining whether your financial advisor owes you money is a two step process. The first step is to determine what standard of care your advisor […]

Is Your Financial Advisor a Fiduciary?

Fiduciary status is a controversial issue in the financial services industry. The issue is the ethical standards that apply to your relationship with your financial […]