Remove Certification Remove Fiduciary Duty Remove License Remove Sales
article thumbnail

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

Sara Grillo

The standard, however, is often used haphazardly, invoked as a sales tool by dual-registered advisors who want to virtue signal, only to be abandoned in a legal context by those same advisors who backpedal into being “just a salesperson.” The word “fiduciary” is not a marketing term, not just something you throw out there to virtue signal.

article thumbnail

6 Tips to Avoid Financial Fraud and Guard Your Investments

WiserAdvisor

From opening bank accounts, applying for loans, filing licenses, opening investment accounts to buying a home – everything is now online. Also, be careful about giving your financial documents like tax certificates, government identity cards, etc. However, the pandemic has changed the take on this aspect. on social media.