Summary: When you hear the terms financial advisor, wealth manager, financial planner, financial consultant and broker do you assume they are synonymous? Do you expect them all to provide you with similar – and equally beneficial – services?
 The “fiduciary standard” (from the Latin word for “trust”) guarantees that they will only recommend investments and choices they feel are the best ones for their clients (and not for their company’s bottom line.”Brad Sherman, founder and president, Sherman Wealth Management, |
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