Suitability vs Fiduciary Standards
Released Monday, 19th October 2020
Good episode? Give it some love!
Suitability vs Fiduciary Standards
Suitability vs Fiduciary Standards
Monday, 19th October 2020
Good episode? Give it some love!
Rate Episode
Fiduciary Standard = have a legal obligation to act in the clients’ best interest, require total trust, good faith, and honesty.
Suitability Standard = suitable for their clients and not necessarily what is best for the client.
TAN Wealth Management is governed by the Fiduciary Standard at all times.
Show More
Rate
From The Podcast
Your Trusted Advisor with Tan Phan, MSFP, CFP®
Tan Phan is an independent CERTIFIED FINANCIAL PLANNER™ practitioner based in the San Francisco Bay Area. Subjects he covers in the podcast are: Tax Planning, Retirement, Estate Planning, Retirement Income Planning, Behavioral Finance, Retirement Income and Distribution Strategies, 529 Plans, Social Security, Investment Management, Insurance, Portfolio Construction, Financial Planning. You can watch educational videos at www.tanphan.comJoin Podchaser to...
- Rate podcasts and episodes
- Follow podcasts and creators
- Create podcast and episode lists
- & much more
Episode Tags
Do you host or manage this podcast?
Claim and edit this page to your liking.
,Claim and edit this page to your liking.
Unlock more with Podchaser Pro
- Audience Insights
- Contact Information
- Demographics
- Charts
- Sponsor History
- and More!
- Account
- Register
- Log In
- Find Friends
- Resources
- Help Center
- Blog
- API
Podchaser is the ultimate destination for podcast data, search, and discovery. Learn More
- © 2024 Podchaser, Inc.
- Privacy Policy
- Terms of Service
- Contact Us