Tag Archives: fiduciary

Outsourcing Decisions to a Fiduciary ~ “Ask the Pro” Radio Broadcast

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Mutual Fund Selection with A Fiduciary ~ “Ask the Pro” Broadcast

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The “New” Ascelepius Group

On August 11 and 12 I had the pleasure of meeting in Chicago with about a dozen NAPFA colleagues from all around the Country who have a significant portion of their practice dedicated to serving the financial advising needs of … Continue reading

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Bond Investing with a Fiduciary ~ “Ask the Pro” Radio Broadcast

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Fiduciary vs. Other Advisors ~ “Ask the Pro” Radio Broadcast

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Fiduciaries vs. Used Car Salesman

Fiduciaries Look Out for Your Best Interest When someone mentions a used car salesman, what comes to mind? A short, fat guy in a cheap, plaid suit, smoking a cigar with a strong New Jersey accent, right? Oh, and don’t … Continue reading

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How Important is it that My Financial Professional have a Fiduciary Responsibility to Put My Interests First?

FI • DU • CI • AR • Y Definition: A person legally appointed and authorized to hold assets in trust for another person. The fiduciary manages the assets for the benefit of the other person, rather than for his … Continue reading

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