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 ...
Translate »

Schedule A Virtual Meeting From Anywhere In The World