Fiduciary & Suitability Responsibilities of Advisors

Update: 2019-05-19

Description

Financial Professionals are expected to act in the best interest of their clients and to recommend suitable investments and insurance annuities that are within the time horizon, risk level and financial needs of each bucket of money someone has. Today the podcast will focus on these topics along with making sure that each financial account has appropriate beneficiaries assigned.

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In Channel

Why a Fiduciary should Consider Fixed Annuities for some Clients

2019-11-09--:--

Retirement Bombs

2019-11-02--:--

Tax Bombs

2019-10-26--:--

Ready. Set. Retire.

2019-09-28--:--

Feelings and Finances

2019-08-17--:--

Examining Retirement Realities

2019-08-10--:--

Managing Your IRA

2019-07-13--:--

The SECURE Act

2019-06-29--:--

Building Wealth Might be Simpler than you Think

2019-06-22--:--

Avoiding Common Retirement Mistakes

2019-06-15--:--

The Uptick in Fixed Annuities

2019-06-08--:--

Fiduciary & Suitability Responsibilities of Advisors

2019-05-19--:--

Taxes & Reality

2019-04-07--:--

Special Guest Wayne Schmidt from Gradient Investments

2019-03-24--:--

Dealing with an Unstable Market

2019-03-17--:--

Legacy Planning Basics

2019-03-10--:--

The Benefits of Life Insurance

2019-02-23--:--

Retirement Lifestyle Planning

2019-02-16--:--

Your Financial Pyramid

2019-01-26--:--

Market Volatility and Tax Season

2019-01-19--:--

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Fiduciary & Suitability Responsibilities of Advisors

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Fiduciary & Suitability Responsibilities of Advisors

Ron and Barbara Stevenson

Fiduciary & Suitability Responsibilities of Advisors