2015, Fee Only and Fiduciary Duty - Financial Advisor Source

Does being a fiduciary financial advisor REALLY matter – or is it “meh?”

Sara Grillo

AUGUST 14, 2023

Legal definition of the fiduciary standard To quote directly from a paper by Attorney Lorna Schnase , two bodies of law form the legal basis for the fiduciary standard: Common law: Under common law principles of agency, an investment adviser, as agent, owes fiduciary duties to its client, as principal.3

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Financial Advisor Fiduciary Duty Insurance Financial Advice

Should you die and go to hell before selling an annuity?

Sara Grillo

NOVEMBER 14, 2022

Fee only advisors can now purchase annuities for their clients without having to be licensed agents. Do advisors breach fiduciary duty when they fail to recommend annuities? In early 2015, Scott sold his ownership interest in the firm. Are statements like these a crime against annuities?

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Insurance Retirement Financial Advisor License

Financial Advisor Source

Does being a fiduciary financial advisor REALLY matter – or is it “meh?”

Should you die and go to hell before selling an annuity?

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