Welcome to the Best Advice Podcast Guys, where financial wisdom meets the diverse insights of industry titans! Hosted by Founder/Owners of distinguished money management firms. Join us as we flip the script from advising to attentive ears, engaging with top-tier industry leaders to discover the secrets of their success and the best advice that shaped their journeys. Uncover a wealth of knowledge beyond finance, making each episode a masterclass in success. Tune in and elevate your perspective with the Best Advice Podcast Guys – where expertise meets inspiration!
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Welcome to the Best Advice Podcast Guys, where financial wisdom meets the diverse insights of industry titans! Hosted by Founder/Owners of distinguished money management firms. Join us as we flip the script from advising to attentive ears, engaging with top-tier industry leaders to discover the secrets of their success and the best advice that shaped their journeys. Uncover a wealth of knowledge beyond finance, making each episode a masterclass in success. Tune in and elevate your perspective with the Best Advice Podcast Guys – where expertise meets inspiration!
Fiduciary vs. Rep: Who’s Really Looking Out for Your Money?
Best Advice Podcast Guys
8 minutes
2 months ago
Fiduciary vs. Rep: Who’s Really Looking Out for Your Money?
This episode explains the key difference between a fiduciary financial advisor (IAR/RIA) and a financial representative (registered rep), the legal standards they follow, and how those differences can affect your wallet and long-term plan.It also covers practical steps to tell who you’re working with — registrations, standards of care, compensation models, and disclosures — and when a fee-only fiduciary or a commission-based rep might be the right fit.
Best Advice Podcast Guys
Welcome to the Best Advice Podcast Guys, where financial wisdom meets the diverse insights of industry titans! Hosted by Founder/Owners of distinguished money management firms. Join us as we flip the script from advising to attentive ears, engaging with top-tier industry leaders to discover the secrets of their success and the best advice that shaped their journeys. Uncover a wealth of knowledge beyond finance, making each episode a masterclass in success. Tune in and elevate your perspective with the Best Advice Podcast Guys – where expertise meets inspiration!
