Compliance Ethics Fiduciary Duty Investment Advisor 
Walkner Condon Financial Advisors
APRIL 17, 2023
When you are named a fiduciary, you are required by law to manage the person’s money and property for their benefit, not yours. An important distinction is the difference between the suitability standard and fiduciary standard. The CFP Board has a great list of questions to ask when you are looking for a financial advisor.
Walkner Condon Financial Advisors
APRIL 21, 2023
When you are named a fiduciary , you are required by law to manage the person’s money and property for their benefit, not yours. An important distinction is the difference between the suitability standard and fiduciary standard. The CFP Board has a great list of questions to ask when you are looking for a financial advisor.
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