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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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Financial Advisor Fiduciary Duty Insurance Financial Advice 52
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4 Financial Concerns High-Net-Worth Individuals Face

WiserAdvisor

AUGUST 8, 2022

It also requires a good understanding of tax policies, laws, market sentiment, etc. For instance, you can hire a fiduciary. Fiduciary duty mandates the advisor to keep your interests ahead of theirs. Secondly, when hiring a financial advisor, look for their certifications to establish more faith.

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Wealth Management Financial Planning Financial Advisor Taxes 52
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