Search a title or topic

Over 20 million podcasts, powered by 

Player FM logo
Artwork

Content provided by Alman Partners Pty Ltd. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Alman Partners Pty Ltd or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
Player FM - Podcast App
Go offline with the Player FM app!

Ep 46 - Fiduciary First ~ Why Your Money Deserves Better

18:52
 
Share
 

Manage episode 516831539 series 3472668
Content provided by Alman Partners Pty Ltd. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Alman Partners Pty Ltd or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In a profession built on trust, how do you know your financial adviser is truly acting in your best interest?

In this episode of ๐–๐ž๐š๐ฅ๐ญ๐ก ๐„๐ฑ๐ฉ๐ž๐ซ๐ข๐ž๐ง๐œ๐ž, Kelsey and Teneale unpack what it means to be a fiduciaryโ€”a role bound by legal and ethical obligations to protect your financial wellbeing. They explore how to identify fiduciary advisers and why it matters more than ever.

The collapse of Shield and First Guardian Master Funds has left over 12,000 retirement accounts impacted and $1.2 billion in assets liquidated. What went wrong? And what happens when advisers fail in their duty?

Tune in as we discuss:

  • The fiduciary standard and how to spot it
  • The role of CEFEX accreditation in safeguarding your investments

Whether you're planning for retirement or simply want to protect your wealth, this episode is a must-listen.

RESOURCES

Alman Partners' CEFEX Interview

CEFEX | Fiduciary Excellence at Investment Advisory Firms

Find us on:

๐—ฃ๐—ผ๐—ฑ๐—ฏ๐—ฒ๐—ฎ๐—ป, ๐—ฆ๐—ฝ๐—ผ๐˜๐—ถ๐—ณ๐˜†, ๐—”๐—บ๐—ฎ๐˜‡๐—ผ๐—ป ๐— ๐˜‚๐˜€๐—ถ๐—ฐ, ๐—ฃ๐—น๐—ฎ๐˜†๐—ฒ๐—ฟ๐—™๐— , ๐—”๐—ฝ๐—ฝ๐—น๐—ฒ ๐—ฃ๐—ผ๐—ฑ๐—ฐ๐—ฎ๐˜€๐˜๐˜€

๐–๐ž๐š๐ฅ๐ญ๐ก ๐„๐ฑ๐ฉ๐ž๐ซ๐ข๐ž๐ง๐œ๐ž, a podcast by expert financial advisory firm, ๐ด๐‘™๐‘š๐‘Ž๐‘› ๐‘ƒ๐‘Ž๐‘Ÿ๐‘ก๐‘›๐‘’๐‘Ÿ๐‘  ๐‘‡๐‘Ÿ๐‘ข๐‘’ ๐‘Š๐‘’๐‘Ž๐‘™๐‘กโ„Ž.

Alman Partners True Wealth | Expert Financial Advice | Mackay & Brisbane

AP Direct Invest - Alman Partners

#wealthexperiencepodcast #almanpartners #truewealth #investmentfiduciary #trust #professionalconduct #cefex #splitspaces #launchpadstudios

  continue reading

46 episodes

Artwork
iconShare
 
Manage episode 516831539 series 3472668
Content provided by Alman Partners Pty Ltd. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Alman Partners Pty Ltd or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In a profession built on trust, how do you know your financial adviser is truly acting in your best interest?

In this episode of ๐–๐ž๐š๐ฅ๐ญ๐ก ๐„๐ฑ๐ฉ๐ž๐ซ๐ข๐ž๐ง๐œ๐ž, Kelsey and Teneale unpack what it means to be a fiduciaryโ€”a role bound by legal and ethical obligations to protect your financial wellbeing. They explore how to identify fiduciary advisers and why it matters more than ever.

The collapse of Shield and First Guardian Master Funds has left over 12,000 retirement accounts impacted and $1.2 billion in assets liquidated. What went wrong? And what happens when advisers fail in their duty?

Tune in as we discuss:

  • The fiduciary standard and how to spot it
  • The role of CEFEX accreditation in safeguarding your investments

Whether you're planning for retirement or simply want to protect your wealth, this episode is a must-listen.

RESOURCES

Alman Partners' CEFEX Interview

CEFEX | Fiduciary Excellence at Investment Advisory Firms

Find us on:

๐—ฃ๐—ผ๐—ฑ๐—ฏ๐—ฒ๐—ฎ๐—ป, ๐—ฆ๐—ฝ๐—ผ๐˜๐—ถ๐—ณ๐˜†, ๐—”๐—บ๐—ฎ๐˜‡๐—ผ๐—ป ๐— ๐˜‚๐˜€๐—ถ๐—ฐ, ๐—ฃ๐—น๐—ฎ๐˜†๐—ฒ๐—ฟ๐—™๐— , ๐—”๐—ฝ๐—ฝ๐—น๐—ฒ ๐—ฃ๐—ผ๐—ฑ๐—ฐ๐—ฎ๐˜€๐˜๐˜€

๐–๐ž๐š๐ฅ๐ญ๐ก ๐„๐ฑ๐ฉ๐ž๐ซ๐ข๐ž๐ง๐œ๐ž, a podcast by expert financial advisory firm, ๐ด๐‘™๐‘š๐‘Ž๐‘› ๐‘ƒ๐‘Ž๐‘Ÿ๐‘ก๐‘›๐‘’๐‘Ÿ๐‘  ๐‘‡๐‘Ÿ๐‘ข๐‘’ ๐‘Š๐‘’๐‘Ž๐‘™๐‘กโ„Ž.

Alman Partners True Wealth | Expert Financial Advice | Mackay & Brisbane

AP Direct Invest - Alman Partners

#wealthexperiencepodcast #almanpartners #truewealth #investmentfiduciary #trust #professionalconduct #cefex #splitspaces #launchpadstudios

  continue reading

46 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Copyright 2025 | Privacy Policy | Terms of Service | | Copyright
Listen to this show while you explore
Play