Knowing what you own and why you own it is the key to success
This takes away the emotional bias of the investor
What is the difference between a suitability advisor and a fiduciary?
fiduciary: acting on behalf of someone else
is more than just an advisor
your interest must be put above theirs
broker world vs the fiduciary advisor world
one makes money selling products and one takes fees
dual registered advisors can recommend fee product or commission product
Trust comes with transparency and clarity
which then can lead to confidence in the process
July 11, 2019