Personal Finance Advice and Commentary

Monday, January 11, 2016 3:55 pm
By Dr. Don Taylor ·

A fiduciary standard is the higher standard and requires that the professional put the client’s interests 1st in the actions he or she takes on behalf of the client.

Monday, July 09, 2012 11:18 am
By Sheyna Steiner ·

Investment recommendations must be in the best interest of the client — that does not mean the option with the least fees.