TITLE

'Fiduciary': One Word, Many Views

AUTHOR(S)
Rattiner, Jeffrey H.
PUB. DATE
November 2005
SOURCE
Journal of Financial Planning;Nov2005, Vol. 18 Issue 11, p38
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
This article presents the views of several members of the Financial Planning Association and outside experts about the role of being a fiduciary and how it plays into their practices. The planners have varied viewpoints about when someone should act as a fiduciary. The interviewees, however, easily agreed on about being a fiduciary: their clients' interests come first. They further agreed that added responsibilities come with the label fiduciary. They also agreed that a prudent investment process--not performance--is what matters most.
ACCESSION #
19121238

 

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