Sentences with phrase «fiduciary service model»
«The optimal financial services firm leverages the competitive spirit of Wall Street, bringing the cream to the top, and does that inside an independent fiduciary service model, which is optimal to the individual investor.»
https://www.thinkadvisor.com/ Not exact matches
This technology is like a «robo - analyst» that does the grunt work (analyzing financials and footnotes in thousands of SEC filings and building models) and frees the adviser to service clients... with high - integrity, fiduciary - duty - fulfilling advice.
«We are pleased to provide fiduciary support to plan sponsors using TIAA's innovative model service given TIAA's long - held respect by industry insiders and the educators whose retirement plans it serves.