The Big Picture

MAY 20, 2025

First of all, my, some of my co-portfolio managers will bristle if you refer to us as a factor based firm. We have a fiduciary duty to them. How do you manage around that 00:38:22 [Speaker Changed] As a disciplined investment shop? So there are four portfolio managers on every strategy at Bridgeway.

Management 130

Management Numbers Transportation Accounting 130

WiserAdvisor

MARCH 13, 2025

Check for fiduciary duty and registration One of the first things to check is whether the advisor has a fiduciary duty. A fiduciary financial advisor is legally expected to act in your best interest. Matched advisors are all registered with FINRA/SEC. Click to compare vetted advisors now.

Financial Planning 40

Financial Planning Planning Financial Advisor Fiduciary Duty 40

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 59

Insurance Retirement License Financial Advisor 59