Jill on Money with Jill Schlesinger cover image

The Future of Wealth Management Part One

Jill on Money with Jill Schlesinger

00:00

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.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app