About RIAs and Fiduciaries

What is a Fiduciary?

fi•du•ci•ar•y - A financial advisor held to a Fiduciary Standard occupies a position of special trust and confidence when working with a client.  As a Fiduciary, the financial advisor is required to act with undivided loyalty to the client.  This includes disclosure of how the financial advisor is to be compensated and any corresponding conflicts of interest.

WHAT YOU NEED TO KNOW ABOUT FINANCIAL ADVICE : In the financial world today, there are basically two types of advice available to investors: brokerage accounts and advisory accounts. Unfortunately, most investors don’t know the difference between these two kinds of advice. In fact, most aren’t even aware a difference exists.....click here to read article.


CUTTING THROUGH THE CONFUSION: Where to Turn for Help with Your Investments....click here to read article.