DiscoverInvesting With PurposeDecoding the Duties of Financial Advisors: Are Your Interests Their Top Priority?
Decoding the Duties of Financial Advisors: Are Your Interests Their Top Priority?

Decoding the Duties of Financial Advisors: Are Your Interests Their Top Priority?

Update: 2023-06-28
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Description

Hop in to discover the differences between financial advisors and registered investment advisors and why these discrepancies matter when it comes to fiduciary responsibilities.




Key takeaways to listen for



  • 02:39 Reasons some financial advisors can’t be trusted 



  • 06:50 Selling away and the challenges it poses for financial advisors



  • 11:29 Why you should know who's managing your money and giving you advice




Resources mentioned in this episode









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Decoding the Duties of Financial Advisors: Are Your Interests Their Top Priority?

Decoding the Duties of Financial Advisors: Are Your Interests Their Top Priority?

Steven Libman