Fiduciary Issues in Financial Planning
Fiduciary Issues in Financial Planning

Fiduciary Issues in Financial Planning

Bansri Savjani

33 min
Kids
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Description

<p>Is there such a thing as a fiduciary financial advisor and, if so, what does that mean?&nbsp;Tune in to&nbsp;today’s episode&nbsp;when&nbsp;our host&nbsp;Mary Vandenack, CEO, Founder and Managing Partner at Vandenack Weaver Truhlsen&nbsp;talks to&nbsp;Ross Polking, Senior Lead Advisor and Business Development with The Foster Group.&nbsp;They start the discussion explaining&nbsp;the concept of fiduciary, why someone should care and how to find out if a firm is a fiduciary.&nbsp;From there they launch into conflict of interest in financial planning, written agreements with investment advisors, and the key advantages of using one.</p><p>A&nbsp;<a href="http://hurrdatmedia.com/" rel="noopener noreferrer" target="_blank">Hurrdat Media Production</a>. Hurrdat Media is a digital media and commercial video production company based in Omaha, NE. Find more podcasts on the Hurrdat Media Network and learn more about our other services today on HurrdatMedia.com.</p><p>See Privacy Policy at <a href="https://art19.com/privacy" rel="noopener noreferrer" target="_blank">https://art19.com/privacy</a> and California Privacy Notice at <a href="https://art19.com/privacy#do-not-sell-my-info" rel="noopener noreferrer" target="_blank">https://art19.com/privacy#do-not-sell-my-info</a>.</p>

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marshallHill

marshallHill

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