When partnering w/a #financialadvisor , do you want someone who will advise on what is #suitable for you?
Or do you want someone who is a LEGAL #fiduciary to you, obligated to act in your #bestinterests 100% of the time?
We believe the decision is an easy one
#fiduciary standard
Fiduciary Rule is Dead? Check out our latest blog post: bit.ly/2u4zhYc
#nexus #nexus capital #advisors #wealthmanagement #moneymanagement #advisory #ria #independentadvisors #fiduciary #fiduciary standard #fiduciary rule #rochester #rochester ny
OCIE Risk Alert: Best Execution Issues Cited in Adviser Exams financialish.com/article/ocie-r… #BestExecution #OCIE #SEC #RIAs #BrokerDealers #FormADV #InvestmentAdvisersAct #FullDisclosures #FiduciaryStandard #SoftDollarArrangements
What does the fiduciary standard mean to you?
FinArt will be creating educational content for sale soon! Stay tuned! Let me know if you’re interested in this style!
#fiduciarystandard #bestinterest
What is a fiduciary standard?
Read more: linkedin.com/posts/joelbarj…
#fiduciarystandard #financialadvisor #jsfinancialinc
fred reish Tara Siegel Bernard planalytiq @FidBenchmarks Mark Schoeff Jr. InvestmentNews .fred reish: What #Fiduciary Standard are you talking about? When it's coming? #DOL 's died 2 years ago. #SEC 's #RegulationBestInterest ( #RegBI ) falls short of being a #Fiduciary Standard!
barrons.com/articles/dol-f…
Understand the distinction between broker/dealers and registered investment advisors? If not, you're not alone. Learn about the SEC’s recently issued investor-protection rules and what it means to operate by a #fiduciarystandard in our recent blog post. bit.ly/2SCmnwh
It's mid-boggling that after years of debate, there's still no agreement on a #fiduciarystandard for retail investment professionals. If the standard is about putting the client's interests first, why is there any debate at all? investmentnews.com/article/201804… via @newsfromIN
How can #RIAs offer #Insurance while maintaining a #FiduciaryStandard ?
Our guide sheds light on the topic: bit.ly/3xHjOOp
Nevada has followed New York’s lead, is your state next? #LifeInsurance #FiduciaryStandard #BestInterest #Technology #Automation #InForcePolicyManagement hubs.ly/H0g270y0
We are accountable to our clients. #fiduciary #ria
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Our custodian has created a video series that highlights the values RIA's live by – trust, #accountability and the #fiduciary standard. This video highlights why accountability matters. apwealth.com/highlighting-t…
#apwealth
Delighted to be a part of the #peoplesinauguration ! I join countless other activists with a pledge for #rebuildingtheunion . Further, I am committed to delivering #agoldencivilization with a generation and establishing a #fiduciarystandard in our laws!
agoldencivilization.com
At Adams Wealth Advisors we hold ourselves to the highest standard of duty. Learn more about our Fiduciary standard and what it means for our clients on today's blog post. buff.ly/39C3ArT #financialplanning #WealthManagement #fiduciarystandard #AdamsWealthAdvisors
RT @FidBenchmarks: Government Shutdown Could Delay Reg BI Rollout article by @ANCassieM AdvisorNews bit.ly/2VUVKEh #RegulationBestInterest #SEC #FINRA #SuitabilityStandard #DOL #FiduciaryStandard
RT @FidBenchmarks: Kitces: The CFP Board Needs a Stronger Ethics Panel article by MichaelKitces @FinPlan bit.ly/2WsWxN1 #CFP #FiduciaryStandard #RegulatoryCompliance #FinancialRegulations #FINRA
Imagine that. They made up accounts for banking customers, why would anyone be surprised by this? There will be more to come. #fiduciarystandard is necessary. @usdol Wells Fargo Reviewing 401(k) Rollovers, Incorrect Wealth Fees at.law.com/QJVagN?cmp=sha… via ThinkAdvisor
Voya ING pays $20million in fraud charges involving excess fees sec.gov/enforce/34-907…
James Watkins Barbara Roper Anthony Isola Nicole Boyson
Ron A. Rhoades, JD, CFP® Rick Ferri, CFA Fi360 Robin Powell Gina Alsdorf Matthew Wolniewicz FiduciaryInstitute #fiduciarystandard