Tobias Financial

JULY 11, 2023

At Tobias Financial Advisors, we believe that trust and vetted experience are the foundation of our business. That’s why we are proud to emphasize the significance of the CERTIFIED FINANCIAL PLANNER ( CFP®) designation. At Tobias Financial Advisors, your trust is our priority. Why is the CFP® designation crucial to us?

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Park Place Financial

SEPTEMBER 8, 2022

Whether planning for retirement or evaluating different investment options, people seek the assistance of a personal financial advisor for many reasons. As valuable as professional financial services are, not every advisor is equipped to help every investor. Certified Financial Planner (CFP) . RELATED BLOG POSTS.

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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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Sara Grillo

DECEMBER 22, 2023

. #3 Leverage Fiduciary resources and learn what a pure fiduciary is Institute for the Fiduciary Standard houses a library of Advisor On My Side resources. Read about the six core fiduciary duties. The goal is to educate people so they can steer clear of the traps the financial services industry sets for them.

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Fortune Financial

SEPTEMBER 25, 2023

When researching wealth management firms, paying attention to their credentials and qualifications is essential, including whether they have a fiduciary duty to uphold. They indicate a degree of education and specialization on the part of the individual.

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Inside Information

SEPTEMBER 28, 2021

The petition notes that the SEC, in response to litigation from the Financial Planning Association back in 2005, had proposed to go further, and require anyone holding themselves out as a “financial planner” or providing “financial planning services,” or delivering a financial plan to their customers, be required to register as an RIA. .

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WiserAdvisor

AUGUST 18, 2023

Moreover, fee-only advisors are often viewed as fiduciaries, which means they are legally obligated to act in their client’s best interests. A fee-only fiduciary financial advisor has a fiduciary duty to put the client’s needs first, ensuring you get the highest level of transparency.

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