Is Your Wealth Manager Really a Fiduciary? (Ep. 3)

25/07/2023 28 min
Is Your Wealth Manager Really a Fiduciary? (Ep. 3)

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Episode Synopsis

Are you confident that your financial advisor is acting in your best interest? You often hear the term “fiduciary,” but what does that mean?  In this episode, John Iannucci discusses the importance of fiduciary responsibility in the financial services industry. John introduces the concept of dual-licensed brokers and the conflict of interest that arises when …

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