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01.28.17 – In Your Best Interests

01.28.17 – In Your Best Interests


Episode 964


FROM OUR AUDIO ARCHIVES (In other words: This is an OLD episode that hasn’t been heard in over five years).

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Is your adviser acting your best interests? You may be surprised to learn that the only financal advice providers who are required by law to act as a fiduciary are "registered investment advisors." Most are "dual registered" meaning sometimes they have to provide advice that is best for you. Most of the time, they are only required to provide suitable advice.


Published on 3 years, 7 months ago






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