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The Document You Should Insist That Your Adviser Sign

The fiduciary debate took front and center stage in 2015. At the heart of the debate is whether financial professionals who provide what investors reasonably believe is investment advice should be legally required to serve their clients’ best interest pursuant to an enforceable and meaningful best interest standard and to mitigate and manage conflicts of interest.


Currently, many financial professionals who hold themselves out as “trusted advisers” are legally allowed to recommend investments that pay the adviser more while exposing investors to higher costs, greater risks and poorer performance than available alternatives.

Read the full article at The Wall Street Journal here...


Author: LifeTalk Admin (Bella)
Posted: Wednesday, December 16, 2015 | 1:50:57 PM

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