Remove Fiduciary Duty Remove Planning Remove Portfolio Management
article thumbnail

Weekend Reading For Financial Planners (September 28–September 29)

Nerd's Eye View

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a recent study by Cerulli has shown a sharp increase in the number of affluent investors willing to pay for advice, which on the one hand reflects the increasing financial complexity in peoples' lives (while they've also gotten (..)

article thumbnail

Transcript: John Montgomery, Bridgeway Capital Management

The Big Picture

What was the career plan? 00:01:42 [Speaker Changed] The career plan originally was urban development and transportation. So that’s when I really studied deeply the research why what I’d been doing was working more about when it might not and writing a business plan for Bridgeway. We have a fiduciary duty to them.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Empower (formerly Personal Capital) Review – Managing All Your Investments in One Place

Good Financial Cents

We accept a fiduciary obligation to act in your best interest, and our advice must be aimed at making money for you, not for us. Fiduciary duty means the party has a legal obligation to put your interests above their own. Your only cost is the annual, all-inclusive percentage that applies to your portfolio level.

article thumbnail

How an Advisor’s Independent Status Affects Your Financial Planning

WiserAdvisor

Financial planning is not only centered around your investment returns but also trust and peace of mind. How do independent advisors impact financial planning ? They are not tied to a firms products or pressured to meet quotas for specific investments or insurance plans. There is no agenda to sell more of a particular product.

article thumbnail

Investing in a Resilient Future: Our Role in Supporting the Climate

Brown Advisory

For our part, as an investment firm, we must view climate decisions through the lens of our fiduciary duty to generate attractive investment returns that help our clients achieve their goals over the long term. We also describe our initial plans under the Net Zero Asset Managers initiative (NZAMi). Sincerely, .

article thumbnail

How to Choose the Right Wealth Management Firm in Kansas City

Fortune Financial

How to Choose the Right Wealth Management Firm in Kansas City Managing your wealth is a crucial aspect of financial success and security. Long-term goals typically encompass retirement planning, wealth preservation and estate planning. Certified Public Accountant (CPA) CPAs specialize in tax planning and accounting.

article thumbnail

Investing in a Resilient Future: Our Role in Supporting the Climate

Brown Advisory

For our part, as an investment firm, we must view climate decisions through the lens of our fiduciary duty to generate attractive investment returns that help our clients achieve their goals over the long term. We also describe our initial plans under the Net Zero Asset Managers initiative (NZAMi).