Focus On Fiduciary

These advisors are held to a fiduciary standard...is yours?

“Having a fiduciary responsibility means putting the needs and goals of the client first.”
Lauren B. Gadkowski, CFP®

“Being a fiduciary means you are being held to a standard of accountability.”
Carl Amos Johnson, MBA, CFP®, AIF

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FOR MORE INFORMATION

NAPFA strives to provide advisors, consumers, and the media with the latest information available about comprehensive, Fee-Only financial planning. Below are links to articles that explore the impact of Fiduciary services on clients:

Ruling ignites debate over fiduciary role
Fiduciary -The “F Word” in Economics – Channel 8 Austin
What Your Advisor Doesn't Want You To Ask
Ruling Allows Broker Conflict of Interest
How to Monitor Your Financial Advisor

FIDUCIARY LINKS

These Weblinks provide regular information about the inclusion of Fiduciary Standards in the financials services industry:

ERISA
401k Help Center

Note: If you are a NAPFA professional who would like to suggest additional Fiduciary articles or Weblinks, please contact Benjamin Lewis of Perception, Inc., at Benjamin.lewis@perceptiononline.com.

fi•du•ci•ar•y – A Financial Advisor held to a Fiduciary Standard occupies a position of special trust and confidence when working with a client. As a fiduciary, the Financial Advisor is required to act with undivided loyalty to the client. This includes disclosure of how the Financial Advisor is to be compensated and any corresponding conflicts of interest.