The Institute for the Fiduciary Standard

A resource site for investors, brokers, academics and the media.


Building a fiduciary culture of honesty, integrity, and expertise.

Confidence Wealth Management Partners, LLC

Confidence Wealth Management Partners, LLC

800 Third Avenue, Suite 2800
New York, NY 10022

646.546.5275

http://www.cwm-partners.com/
[email protected]
Michael Warszawski‘s LinkedIn Page

Services

Investment Supervisory Services
Selection of Third-Party Advisers
AE Wealth Management Platform
Selection of Sub-Advisers
Financial Planning Services

Compensation methods accepted

Assets Under Management (AUM)
Fixed fee (one-time or ongoing, depending upon services)
Hourly fee

Link to SEC/state registration

https://www.adviserinfo.sec.gov/Firm/127383

Dan Moisand

 

Dan Moisand is a nationally recognized fiduciary fee-only financial planner, an Institute Real Fiduciary™ Advisor and Chair-elect of the CFP Board.

The Institute has enshrined the ‘Moisand Rule’ on fiduciary practices. It is basic and is more important today than ever: “You have to avoid conflicts. If I avoid a conflict, I don’t worry about it.”

Watch the video of Moisand speaking here.

Bob Veres

 

Bob Veres is a long term observer of financial planning. His Newsletter, “Inside information” Is a staple of leading planners. In the May edition he writes about fiduciary and the Institute.

"But a much bigger point is that the fiduciary standard—as Knut Rostad of the Institute for the Fiduciary Standard has pointed out—has been determined by the Supreme Court (1963 ruling) to be at the very heart of the Investment Advisers Act of 1940. It is the foundation of what it means to be an RIA registered with the SEC instead of a tipster or a tout."

- Bob Veres, Parting Thoughts ... The SEC's Own Compliance Culture