Fiduciary Duty, Financial Advice and Manufacturing

How an Advisor’s Independent Status Affects Your Financial Planning

WiserAdvisor

MARCH 13, 2025

That is not to say that firm-based advisors do not offer valuable financial advice. However, their recommendations may be shaped by the firms policies, financial incentives, or limited investment options. Things to look for in an independent financial advisor 1. To conclude Are independent financial advisors worth it?

Financial Planning

Financial Planning Planning Financial Advisor Fiduciary Duty

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

Sara Grillo

NOVEMBER 14, 2022

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? Are commissions bad?

Insurance

Insurance Retirement License Financial Advisor

Financial Advisor Source

How an Advisor’s Independent Status Affects Your Financial Planning

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

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