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Fiduciary Financial Advisors in Savannah, reviews by real people. Yelp is a fun and easy way to find, recommend and talk about what’s great and not so great in Savannah and beyond.
https://www.kitces.com/blog/the-4-different-types-of-financial-advisor-fiduciaries/
This is likely going to be a battleground issue in the coming years. In any event, I hope this helps provide a little food for thought around the four different types of fiduciary duty that can apply for financial advisors. This is Office Hours with Michael Kitces, 1 pm East Coast time on Tuesdays.
https://finishrich.com/financial-advisors/what-is-a-fiduciary/
These are financial advisors who have completed specific education and training, have thousands of hours of experience and have passed the CFP Exam, a rigorous 170-question, multiple-choice test. Like RIAs, CFPs are held to a fiduciary standard — and they’re highly qualified to give money advice.
https://toyourwealth.com/fiduciary_financial_advisor/
For example, a broker-dealer agent can say, “This financial product looks like it should be ok for Client X, and I reasonably believe it would be, so I can sell it to them and collect my commission.” By comparison, a fiduciary advisor is held to the higher ethical and legal standard as put forward by the SEC.
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