Tag Archives: New York Times

Is Your Adviser a Fiduciary?

Answer: Probably not, if your adviser is a broker (AKA a “Financial Consultant” or “Financial Adviser” employed by a brokerage firm). “Brokers, like those at the Toffels’ bank, are technically known as registered representatives. They are required only to recommend “suitable” investments … Continue reading

Share
Posted in Uncategorized | Tagged , , , , , , , , , , , | 2 Comments