article thumbnail

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.

article thumbnail

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.

article thumbnail

Should you die and go to hell before selling an annuity?

Sara Grillo

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?