The Fuss Over Fiduciary

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...

The F Word You Need To Know

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...