In simple terms, advisors with fiduciary responsibility have a legal responsibility to put your needs ahead of their own. There are a number of important differences that separate advisors who have fiduciary responsibilities from those who don’t.
The Goldstone Way
Goldstone Financial Group is a ﬁrm that is held to the ﬁduciary standard. But what does that mean for you? In simple terms, advisors with ﬁduciary responsibility are legally bound to put your needs ﬁrst. It’s important to note the differences between advisors held to the ﬁduciary standard from those held to the suitability standard:
Advisors who operate under the ﬁduciary standard are armed with knowledge to provide sophisticated wealth-management services and advice. They are usually working as Investment Advisor Representatives under a Registered Investment Advisor (RIA) ﬁrm. They are registered with the SEC or the state security division. They have completed the necessary steps, including many hours of training and ﬁnancial education courses, to become Investment Advisor Representatives (IAR) that are held to the Fiduciary Standard.
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