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The F-Word Is Back In Style

 
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Manage episode 266605614 series 2294583
Content provided by Dan Wendol. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dan Wendol or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
The F-Word is back in the limelight of the financial services world. We are talking about the word "Fiduciary." On June 30th, 2020, Regulation Best Interest (BI) is being enforced by the Securities & Exchange Commission (SEC). In this show we discuss what this what this means for the average investor and why there is such an uproar about this new standard that demands financial services professionals to actually act in the best interest of their client. Aren't financial pros already required to act in their clients' best interest?
  continue reading

304 episodes

Artwork
iconShare
 
Manage episode 266605614 series 2294583
Content provided by Dan Wendol. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dan Wendol or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
The F-Word is back in the limelight of the financial services world. We are talking about the word "Fiduciary." On June 30th, 2020, Regulation Best Interest (BI) is being enforced by the Securities & Exchange Commission (SEC). In this show we discuss what this what this means for the average investor and why there is such an uproar about this new standard that demands financial services professionals to actually act in the best interest of their client. Aren't financial pros already required to act in their clients' best interest?
  continue reading

304 episodes

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