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I have a newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.” I am an irreverent and fun marketing consultant for financial advisors. Why is the fiduciary standard important in financialadvice? What is a conflict of interest in financialadvice?
But before we get to the podcast… Look, there are alot of schmucks out there hawking crap products disguised as financialadvice. Please subscribe to my newsletter to receive updates that raise awareness of consumer financial issues. Read about the six core fiduciaryduties. Institute for the Fiduciary Standard.
Do advisors breach fiduciaryduty when they fail to recommend annuities? Should those with only insurance licenses that allow them to sell annuities and/or life insurance be held to the same “fiduciary standard” as Registered Investment Advisers (RIAs) with the SEC or state regulators? January 11 th , 2023.
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