In this article the author discusses the proposed fiduciary standard which could affect all financial sectors including insurance in the U.S. She cites that Registered Investment Advisers and financial planners are held by this fiduciary standard according to the U.S. Securities and Exchange ...
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You can get to choose between either a fiduciary standard or suitability standard financial advisor. The fiduciary standard financial advisor is legally obligated to always act in the best interest of the client. In this case, they have to put your interest before their own, and they do not ...
Fiduciary Landscape Has Changed--Are You Still Compliant? (cover story)The article reports that investigations into 401(K) practices and current plan design developments have left 401(K) fiduciaries more liable for plan oversight in the U.S. According to Sherwin Kaplan, counsel at Thelen Reid &...
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At Heartwood, we prioritize serving YOU. We value our clients and have configured a business model that focuses on relationships. Small Client-Advisor Ratio which lends itself well to getting to know you on a deeper level Communication is paramount and we have consistent, scheduled contact with ...
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Financial elder abuse usually accomplished by breaches of fiduciary relationship by Court supervised guardians has become a National scandal. The West case is outrageous in that Mrs. West and the family pastor are both being denied not only the usual courtesy to which they are entitled, but visita...
Invested In You Center Street Capital Advisors was born out of a desire to combine large-firm resources and expertise with the close and trusted relationship you expect from a boutique. Center Street was built on a foundation ofTransparency, Objectivity, Accessibility and Accountability. ...
you have a fiduciary responsibility. You have been placed in a position of trust, and there may be consequences for the betrayal of that trust. Also, hiring a financial or investment expert does not relieve the committee members of all of their duties. They...