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Looking for a financial advisor? Someone to bounce ideas off of or double-check what you hear from friends or read about online? Many people are in the same position, struggling to manage their finances and just not sure what the next steps are. According to the National Financial Educators Council, in 2023, U.S. residents lost […]
Placing your assets into the hands of a stranger can be a little intimidating, and you might not know who to trust. This feeling can be compounded by the fact that you may have little knowledge of the financial services industry and may not have been raised in a household where financial matters were addressed […]
There are two types of standards that financial advisors are held to: the fiduciary standard and the suitability standard. What’s the difference? The fiduciary standard holds a legal requirement that advisors must put their clients’ interest before their own. The suitability obligation, on the other hand, only details that the advisor has to reasonably believe […]