Fiduciary Duty License Manufacturing Portfolio 
Sara Grillo
NOVEMBER 14, 2022
He is a flat fee advisor; not a licensed insurance agent. 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? Scott Salaske , CEO of Firstmetric. We had a great time discussing that in our debate.
The Big Picture
JUNE 20, 2023
We looked at everything from retail to nursing homes to hospitals to insurance companies to manufacturers. When you look at the history of the ’80s and even ’90s era LBOs, they seem to be a lot of lesser-known, not necessarily consumer-facing companies, transport and logistics and manufacturing. Or does that happen?
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