Tag: Fiduciary Standard


3 Ways We Help Clients Avoid Financial Elder Abuse

Elder fraud is a very real and growing issue, although accurate statistics are hard to nail down. The majority of cases go unreported or are underreported. For an example, however, last year the SEC reported that in New York, victims’ losses totaled $109 million. The National Council on Aging defines financial exploitation, as “the misuse […]

Read More

6 Simple Questions to Ask About Your Financial Advisor’s Standards

Anyone given the power to act on behalf of another person in highly sensitive situations that require the utmost care and integrity may be called a fiduciary. Some favorite examples include: your doctor, your attorney, your banker, or your real estate agent. By that definition, we believe your financial planner should always act as your […]

Read More

On your keyboard tap enter to search or esc to close