Does being a fiduciary financial advisor REALLY matter – or is it “meh?”
Sara Grillo
AUGUST 14, 2023
Rostad is president of the Institute for the Fiduciary Standard , a not for profit think tank formed in 2011. The Institute exists to preserve, protect and defend fiduciary principles in investment advice, wealth management and financial planning. In 2008, Kelly began working directly with clients as a financial planner.
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