What Is The Difference Between Suitability vs. Fiduciary Standards
Released Friday, 18th June 2021
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What Is The Difference Between Suitability vs. Fiduciary Standards
What Is The Difference Between Suitability vs. Fiduciary Standards
Friday, 18th June 2021
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Please visit my website for the full video transcript: https://tanphan.com/blogConnect with me on LinkedIn: https://www.linkedin.com/in/tanmphan
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.
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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...
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