
The Future of Wealth Management Part One
Jill on Money with Jill Schlesinger
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The Importance of Fiduciary Duty in Financial Advice
This chapter delves into the fiduciary standard within the financial advice industry, highlighting the ethical responsibilities of professionals like CFAs, CFPs, and CPAs. It emphasizes the necessity of engaging with trustworthy financial advisors, especially as individual financial situations become more complex, and discusses the speakers' motivations for entering the field amid concerns about ethics and client protection.
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