Sentences with phrase «fiduciary level»

Do credit counselors provide «best» or fiduciary level financial advice and should future overall financial health be the standard of care?

At the end of the day as long as RE agents disclose what they are doing they are fine on fiduciary level.

The intersection of these best - practices with a low - cost passive index fund implementation and fiduciary level of care can revolutionize the Canadian financial industry.»

And that suggests some plans may be benefiting from a fiduciary level of plan advice, and some may not.

Investors are better served, and the investing business has more integrity, when the fiduciary level of service is applied.

We think investors deserve not only a fiduciary level of service, but also the latest that technology can offer.

Without a fiduciary level of service, advice is likely to be:

As more wealth management firms (e.g. Merrill Lynch and Fidelity) embrace offering the fiduciary standard of service as a competitive advantage, they will likely advertise how this offering differentiates them from firms that do not provide the fiduciary level of service.

While the scrapping of the fiduciary rule may have a short - term impact on the types of investment advice out there, John Bogle correctly points out that investors have been and will continue to migrate to options that provide a fiduciary level of care.

In turn, this can make it easier for advisors to deliver a fiduciary level of service to more middle - class Americans.

Exploiting information asymmetries seems to conflict with providing a fiduciary level of service.

No matter the final legalities, countless investors are better equipped to navigate financial markets by knowing their right to a fiduciary level of service.

Law or not, investors can now force the industry to offer a fiduciary level of service by speaking with their wallet (or in this case, investment account).

As Michael Kitces pointed out, the rule's ambiguity over what constitutes a fiduciary level of diligence leaves the door wide open for countless lawsuits.

While the potential scrapping of the fiduciary rule may have a short - term impact, investors will continue to migrate to advisors that provide a fiduciary level of care.

All the debate over the rule only raised investors» awareness of the potential conflicts in the investment industry and heightened their desire for a fiduciary level of service.

In other words, requiring a fiduciary level of service will precipitate the propagation of research that supports such service, and proliferation of such research increases the number of appropriately informed investors, which decreases the potential pervasiveness of information asymmetries.

The intersection of these best - practices with a low - cost passive index fund implementation and fiduciary level of care can revolutionize the Canadian financial industry.»

The good news is that informed investors need not rely on any legislation to ensure they are receiving a fiduciary level of service.

And that's why I run a firm that focuses solely on growing wealth at the fiduciary level.

We understand a fiduciary level of service.