Sentences with phrase «advice in a fiduciary capacity»
Unless otherwise disclosed to you, any investment or management recommendation in this document is not meant to be impartial investment advice or advice in a fiduciary capacity, is intended to be educational, and is not tailored to the investment needs of any specific individual.
https://www.fidelity.com/
In providing this material, Putnam is not providing impartial advice in a fiduciary capacity.
No information contained herein should be regarded as a suggestion to engage in or refrain from any investment - related course of action as none of PIMCO nor any of its affiliates is undertaking to provide investment advice, act as an adviser to any plan or entity subject to the Employee Retirement Income Security Act of 1974, as amended, individual retirement account or individual retirement annuity, or give advice in a fiduciary capacity with respect to the materials presented herein.
Not exact matches
We will serve in a fiduciary capacity and pledge to deliver financial advice and services that are exclusively to the benefit of our clients.
The information provided does not constitute a recommendation of any investment strategy or product for a particular investor and should not be considered advice given in a fiduciary capacity, including within the meaning of ERISA.
Her estate litigation practice now boasts seven lawyers and eight litigation support clerks and focuses on dispute resolution in the areas of estate, trust, capacity, powers of attorney, guardianship, elder law, fiduciary advice, and opinion work.