Fiduciary
Written by: Martin Shields, CFP®, AIF® In 2017, the Department of Labor adopted a rule regarding fiduciary investment advice under the Employee Retirement Income Security Act (ERISA). The rule provided guidance on how financial advice must be given to participants in a 401(k) plan and guidelines an advisor must meet when transferring a client’s retirement…
Written by: Samantha Masey Choosing a financial advisor can be an intimidating process full of unfamiliar terminology, designations, compensation and more. This leaves many people unsure about where to begin their search. It is important to find a wealth advisor that you not only trust but who also suits your investment and financial planning needs.…