DiscoverYour Trusted Advisor with Tan Phan, MSFP, CFP®What Is The Difference Between Suitability vs. Fiduciary Standards
What Is The Difference Between Suitability vs. Fiduciary Standards

What Is The Difference Between Suitability vs. Fiduciary Standards

Update: 2021-06-18
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Please visit my website for the full video transcript: https://tanphan.com/blog
Connect with me on LinkedIn: https://www.linkedin.com/in/tanmphan

Fiduciary Standard = have a legal obligation to act in the clients’ best interest, require total trust, good faith, and honesty.

Suitability Standard = suitable for their clients and not necessarily what is best for the client.

TAN Wealth Management is governed by the Fiduciary Standard at all times.
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What Is The Difference Between Suitability vs. Fiduciary Standards

What Is The Difference Between Suitability vs. Fiduciary Standards

Tan Phan, MSFP, CFP®