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Ep 46 - Fiduciary First ~ Why Your Money Deserves Better
Manage episode 516831539 series 3472668
In a profession built on trust, how do you know your financial adviser is truly acting in your best interest?
In this episode of ๐๐๐๐ฅ๐ญ๐ก ๐๐ฑ๐ฉ๐๐ซ๐ข๐๐ง๐๐, Kelsey and Teneale unpack what it means to be a fiduciaryโa 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:
๐ฃ๐ผ๐ฑ๐ฏ๐ฒ๐ฎ๐ป, ๐ฆ๐ฝ๐ผ๐๐ถ๐ณ๐, ๐๐บ๐ฎ๐๐ผ๐ป ๐ ๐๐๐ถ๐ฐ, ๐ฃ๐น๐ฎ๐๐ฒ๐ฟ๐๐ , ๐๐ฝ๐ฝ๐น๐ฒ ๐ฃ๐ผ๐ฑ๐ฐ๐ฎ๐๐๐
๐๐๐๐ฅ๐ญ๐ก ๐๐ฑ๐ฉ๐๐ซ๐ข๐๐ง๐๐, a podcast by expert financial advisory firm, ๐ด๐๐๐๐ ๐๐๐๐ก๐๐๐๐ ๐๐๐ข๐ ๐๐๐๐๐กโ.
Alman Partners True Wealth | Expert Financial Advice | Mackay & Brisbane
AP Direct Invest - Alman Partners
#wealthexperiencepodcast #almanpartners #truewealth #investmentfiduciary #trust #professionalconduct #cefex #splitspaces #launchpadstudios
46 episodes
Manage episode 516831539 series 3472668
In a profession built on trust, how do you know your financial adviser is truly acting in your best interest?
In this episode of ๐๐๐๐ฅ๐ญ๐ก ๐๐ฑ๐ฉ๐๐ซ๐ข๐๐ง๐๐, Kelsey and Teneale unpack what it means to be a fiduciaryโa 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:
๐ฃ๐ผ๐ฑ๐ฏ๐ฒ๐ฎ๐ป, ๐ฆ๐ฝ๐ผ๐๐ถ๐ณ๐, ๐๐บ๐ฎ๐๐ผ๐ป ๐ ๐๐๐ถ๐ฐ, ๐ฃ๐น๐ฎ๐๐ฒ๐ฟ๐๐ , ๐๐ฝ๐ฝ๐น๐ฒ ๐ฃ๐ผ๐ฑ๐ฐ๐ฎ๐๐๐
๐๐๐๐ฅ๐ญ๐ก ๐๐ฑ๐ฉ๐๐ซ๐ข๐๐ง๐๐, a podcast by expert financial advisory firm, ๐ด๐๐๐๐ ๐๐๐๐ก๐๐๐๐ ๐๐๐ข๐ ๐๐๐๐๐กโ.
Alman Partners True Wealth | Expert Financial Advice | Mackay & Brisbane
AP Direct Invest - Alman Partners
#wealthexperiencepodcast #almanpartners #truewealth #investmentfiduciary #trust #professionalconduct #cefex #splitspaces #launchpadstudios
46 episodes
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