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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 fiduciaryduties to its client, as principal.3
From opening bank accounts, applying for loans, filing licenses, opening investment accounts to buying a home – everything is now online. Also, be careful about giving your financial documents like tax certificates, government identity cards, etc. However, the pandemic has changed the take on this aspect. on social media.
Unlike the average investor or other financial professionals, a CFP is a licensed expert in areas like estate planning, taxes, retirement, insurance, and investment planning. Equally important for sustaining their license is the professional conduct of the CFP, which is subjected to great scrutiny by the Board.
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