The Importance of a Fiduciary
You hear the term “Fiduciary” more and more in the news. Why is it so important?
How can you be sure you are working with a Fiduciary?
Below are a series of articles I wrote to answer these questions and more. If, after reading any of these articles, you need further information, please do not hesitate to contact me at 407-869-9800 or click here. Happy reading! Joe Bert, CFP®, AIF®
Importance of a Fiduciary
Who Is Liable in a Breach of Fiduciary Duty Lawsuit?
Posted by Joe Bert, CFP®, AIF® There were dozens of breach of fiduciary duty lawsuits filed, settled and adjudicated in 2016 against plan sponsors, fiduciaries ...
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 ...
Importance of a Fiduciary
When Merely Being Suitable is Not Enough
Posted by Joe Bert, CFP®, AIF® The “Suitability Standard”, yet another ERISA-based mystery. Let me endeavor to decipher this term by delving into the ...
Importance of a Fiduciary
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 ...
Importance of a Fiduciary
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 ...
