2003, Fiduciary Duty, Numbers and Risk Management

Does being a fiduciary financial advisor REALLY matter – or is it “meh?”

Sara Grillo

AUGUST 14, 2023

Legal definition of the fiduciary standard To quote directly from a paper by Attorney Lorna Schnase , two bodies of law form the legal basis for the fiduciary standard: Common law: Under common law principles of agency, an investment adviser, as agent, owes fiduciary duties to its client, as principal.3

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Transcript: Ilana Weinstein

The Big Picture

JULY 4, 2023

RITHOLTZ: So you launch your own firm IDW in 2003. And number two, it may interest you to know, here are four or five different funds in the same situation. These are big numbers. We love, but at the end of the day, They have a fiduciary duty to their LPs to hire the best person. RITHOLTZ: Wow. RITHOLTZ: Sure.

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Financial Advisor Source

Does being a fiduciary financial advisor REALLY matter – or is it “meh?”

Transcript: Ilana Weinstein

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