Financial advisers are going to need to assume an even greater leadership role amid the current volatility and uncertainty, because during a crisis, clients aren't looking for a fiduciary.
It's getting tougher to do the right thing, with the right people, at the right time. But here are some steps you can take.
What the ancient Greek philosopher Aristotle can teach us about communicating a fiduciary standard of care.
Preliminary research results indicate there's a strong correlation between genuine leaders and authentic fiduciaries.
During a crisis, the critical fiduciary success factor is connecting with the client's heart.
It’s not whether you’re an adviser or a broker. It’s not whether you’re fee-only or fee-based. It’s not the designations after your name, or even whether you’ve taken a fiduciary pledge. What clients care most about during a crisis is whether you can be trusted.
A two-sided debate about the FPC's stance on the proposed fiduciary rule.
Fees and expenses matter, but in a procedurally prudent investment process, their management should account for less than 10% of a fiduciary's total efforts
