3/31/23: It’s Time to Rewrite the Rules of Financial Success for Your Kids
THE TRUTH ABOUT YOUR FUTURE with Ric Edelman
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The Importance of Being a Fiduciary
The Investment Advisors Act has been spelled ER for 85 years. Being a fiduciary means that you're acting in a position of trust and confidence with your client throughout the entire relationship. Investors should ask their financial professional, are you an investment advisor? Or are you a registered representative or broker dealer? Or do you wear both hats? And tell me when you're wearing each hat.
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Transcript
