Sara Grillo

MAY 24, 2024

There are websites such as NAPFA, fee only network and XYPN that offer advisor search directories. I did not interview all the hundreds of thousands of advisors out there, I conducted research using Google, consulted with my network, and posted on social media. Read about the six core fiduciary duties.

Financial Advisor 52

Financial Advisor Fiduciary Duty Financial Advice Financial Services 52

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

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

WiserAdvisor

MAY 31, 2022

on social media. Alternatively, if you want to avoid dealing with agents and brokers who could likely persuade you to make a biased financial decision, use the WiserAdvisor’s Advisor Match Tool to find a fee-only professional financial advisor who is governed by a fiduciary duty to act in your best interest at all times.

Investing 52

Investing Investments License Accounting 52

Sara Grillo

NOVEMBER 14, 2022

Fee only advisors can now purchase annuities for their clients without having to be licensed agents. Do advisors breach fiduciary duty when they fail to recommend annuities? Yet the investment and insurance communities seem to be on two different sides of the fence when it comes to a solution.

Insurance 59

Insurance Financial Advisor Retirement License 59