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Transcript: John Montgomery, Bridgeway Capital Management

The Big Picture

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.

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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 (..)

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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, . Emily Dwyer.

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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).

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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. They provide services such as wealth management, retirement planning, and portfolio management.

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How an Advisor’s Independent Status Affects Your Financial Planning

WiserAdvisor

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.

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How to Choose the Right Wealth Management Firm in Kansas City

Fortune Financial

Conduct Thorough Research The financial industry is highly regulated, and individuals and firms that provide wealth management services must meet specific qualifications and standards. Chartered Financial Analyst (CFA) CFAs are experts in investment management and analysis.