Remove Compensation Planning Remove Definition Remove Fiduciary Duty
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Does being a fiduciary financial advisor REALLY matter – or is it “meh?”

Sara Grillo

Researching costs of investments, services, and products rendered to the client Assessing if risk is reasonable for the client Assessing if performance expectations are reasonable for the client But these are all loose definitions. What does the law actually say about the fiduciary standard? Federal statutory law: Section 206.