FIDUCIARY DEBATE WAR RAGES – ADVISOR OR SALESPERSON?
403b.substack.com
Recall my piece from awhile back: ASPPA Disclosure. As well as Michael Kitces piece - The Public Deserves A Choice, But It’s Not Fiduciary Vs Suitability. If you think the brokerage world has your best interest at heart...think again. Supporters of the DOL's efforts scoffed at Reilly's note.
FIDUCIARY DEBATE WAR RAGES – ADVISOR OR SALESPERSON?
FIDUCIARY DEBATE WAR RAGES – ADVISOR OR…
FIDUCIARY DEBATE WAR RAGES – ADVISOR OR SALESPERSON?
Recall my piece from awhile back: ASPPA Disclosure. As well as Michael Kitces piece - The Public Deserves A Choice, But It’s Not Fiduciary Vs Suitability. If you think the brokerage world has your best interest at heart...think again. Supporters of the DOL's efforts scoffed at Reilly's note.