Posted by Joe Bert, CFP®, AIF®
At Certified Financial Group, we live by a simple rule: act in the best interests of our clients. This philosophy is also the underpinning for the financial advisory industry’s “Fiduciary Standard.”
But the word fiduciary is truly a sophist’s dream. There’s a veritable alphabet soup of numbers and letters that can allow certain actors to play games with what the meaning of “fiduciary” truly obligates them to do and the way they must act.