Remove Education Remove Ethics Remove Fiduciary Duty Remove Investment Advisor
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What does it mean to be a Fee-Only financial advisor?

Walkner Condon Financial Advisors

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. CFPs must also meet ongoing continuing education requirements to maintain their certification.

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What type of financial advisor is right for you? Questions you should ask.

Walkner Condon Financial Advisors

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. CFP s must also meet ongoing continuing education requirements to maintain their certification.

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Should you die and go to hell before selling an annuity?

Sara Grillo

Do advisors breach fiduciary duty when they fail to recommend annuities? Should those with only insurance licenses that allow them to sell annuities and/or life insurance be held to the same “fiduciary standard” as Registered Investment Advisers (RIAs) with the SEC or state regulators?