Day: June 13, 2018

Fiduciary NAPFA Jupiter FL

The Benefits of Using a Fiduciary

As you may recall, under the Obama administration, the Department of Labor passed the Fiduciary Rule which addressed the standard of care that an advisor has to their clients in regard to retirement plan accounts. A fiduciary standard means the advisor is ALWAYS required to act in the client’s best interest, whereas a suitability standard…

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