Understanding Fiduciary vs. Suitability Standards
With so many options available in today’s financial services industry, how do investors choose an advisor who will work in their best interests? One key factor to consider is the advisor’s obligation to a fiduciary or suitability standard.
In our July 2018 webcast, OJM Group Wealth Advisor Adam Braunscheidel, CFP® outlines the fundamental differences between a fiduciary standard and a suitability standard, as applied to financial advisors. He discusses how these differences can affect the financial advice you receive and provides questions you should ask your current or prospective advisor(s).