Financial advice does not necessitate thousands of hours of study to render. That means that it is not really a profession, according to Dan Solin.
Meet Margaret from Maryland. She had been relying on the advice of brokers for many years but contacted a fiduciary (CFP®) for a second opinion when the broker recommended that she buy another annuity to add to the two she’d already been sold.
First Ascent Asset Management, a portfolio strategist serving financial advisors, today announced that its founder and CEO, Scott MacKillop, is the recipient of the Investments & Wealth Institute’s 2019 Governance Insight Award.
“With the information required by Massachusetts, clients can engage in intelligent conversations with an investment professional and can better comprehend a firm’s value proposition…”
MarketCounsel Summit, 12-5-18, on a panel discussion on where investors can get help on screening for a real fiduciary advisor.
Testimony of Tamar Frankel, LL.M. S.J.D. Professor of Law EmeritaBoston University School of LawBefore the N.J. Bureau of Securities Re: Fiduciary Duty/Pre-Proposal on November 19, 2018