Importance of a Fiduciary

Don’t Follow The Rules, Follow the Principle

Posted by Joe Bert, CFP®, AIF® Many of us are likely familiar with the accounting world’s Rules v. Principles ethics regulation. But you may not be aware that the Department of Labor, since promulgating its fiduciary rule last year, has implemented a similar type of principle-based regulatory approach. Within the financial advisor world much of …

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The Alphabet Soup of Fiduciary Designations

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 …

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A Distinctive Fiduciary Standard Spelled C-E-F-E-X & D-O-L

Posted by  Joe Bert, CFP®, AIF® At Certified Financial Group, we don’t see it as the firm’s goal to be the knight-errant of the fiduciary standard for all financial advisors. Nor do we propose to wag our fingers at those with conflicts. Rather, we simply hope to intimate our firm’s pride at our Investment Advisor, …

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