Posts Tagged : Fiduciary

How the New Financial Law Affects Pinnacle Clients

April 13th, 2016 by

As the laws governing how financial professionals guide client retirement assets are set to change, financial advisors are being required to place the interests of their clients first. With this change, all advisors must not only recommend investments that are suitable for their clients, but more importantly, they must act as a fiduciary and place […]

“Client-Last” Advice

March 15th, 2012 by

In professional circles, we often talk about a “client-first” attitude, which is shorthand for giving our clients the same quality of financial advice as we would give our mothers. It’s a useful shorthand way to navigate through a financial world that is still beset by incentive payments, expensive rewards for sales production, under-the-table or soft […]

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