Aug 17, 2010 | Blog, Fiduciary, Retirement Planning, Uncategorized
I wrote an article back in November, 2009 titled “The F word you need to know” that discussed why a fiduciary standard was being hotly contested among policy makers and lobbyist as part of the Wall Street Reform Bill. A fiduciary is someone who puts your financial...
Oct 19, 2009 | Blog, Fiduciary, Retirement Planning, Uncategorized
Last week during two separate new client meetings I was asked the same question: What is a fiduciary? I find the question particularly interesting because it mirrors a very significant debate taking place in Washington. First, the ambiguity of financial advice...
