Fiduciary Duty, License, Magazine and Numbers

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

Financial Advisor

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Transcript: Gretchen Morgenson

The Big Picture

JUNE 20, 2023

She has worked at “Money Magazine”, “Forbes”, “Worth”, all over the place. That’s a shocking number. You started as an assistant editor at Vogue Magazine in the late ’70s. RITHOLTZ: They just wanted to have a little, “Hey, let’s speak to women in our magazine.” RITHOLTZ: At Vogue, though.

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Financial Advisor Source

Does being a fiduciary financial advisor REALLY matter – or is it “meh?”

Transcript: Gretchen Morgenson

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