Tag Archives | fee based

The German Connection

Key Takeaways A small, but growing cadre of advisors in Germany is moving away from the commission-based compensation model in order to serve their clients better. It’s rewarding to help talented advisors in other countries adopt our philosophy of putting the client’s best interest first and foremost, and accept the role of a fiduciary. Thanks […]

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What Does Being a Fiduciary Really Mean?

The question of whether your financial advisor is a fiduciary has come up a lot in the financial media recently.  But what does that actually mean? As defined by the Cornell University Law Review, a fiduciary duty is “…a legal duty to act solely in another party’s interests.  Parties owing this duty are called fiduciaries…Fiduciaries […]

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