Description

In a profession built on trust, how do you know your financial adviser is truly acting in your best interest?

In this episode of 𝐖𝐞𝐚𝐥𝐭𝐡 𝐄𝐱𝐩𝐞𝐫𝐢𝐞𝐧𝐜𝐞, Kelsey and Teneale unpack what it means to be a fiduciary—a role bound by legal and ethical obligations to protect your financial wellbeing. They explore how to identify fiduciary advisers and why it matters more than ever.

The collapse of Shield and First Guardian Master Funds has left over 12,000 retirement accounts impacted and $1.2 billion in assets liquidated. What went wrong? And what happens when advisers fail in their duty?

Tune in as we discuss:

• The fiduciary standard and how to spot it
• The role of CEFEX accreditation in safeguarding your investments

Whether you're planning for retirement or simply want to protect your wealth, this episode is a must-listen.

RESOURCES

Alman Partners' CEFEX Interview

CEFEX | Fiduciary Excellence at Investment Advisory Firms

Find us on: 

𝗣𝗼𝗱𝗯𝗲𝗮𝗻, 𝗦𝗽𝗼𝘁𝗶𝗳𝘆, 𝗔𝗺𝗮𝘇𝗼𝗻 𝗠𝘂𝘀𝗶𝗰, 𝗣𝗹𝗮𝘆𝗲𝗿𝗙𝗠, 𝗔𝗽𝗽𝗹𝗲 𝗣𝗼𝗱𝗰𝗮𝘀𝘁𝘀

𝐖𝐞𝐚𝐥𝐭𝐡 𝐄𝐱𝐩𝐞𝐫𝐢𝐞𝐧𝐜𝐞, a podcast by expert financial advisory firm, 𝐴𝑙𝑚𝑎𝑛 𝑃𝑎𝑟𝑡𝑛𝑒𝑟𝑠 𝑇𝑟𝑢𝑒 𝑊𝑒𝑎𝑙𝑡ℎ.  

Alman Partners True Wealth | Expert Financial Advice | Mackay & Brisbane 

AP Direct Invest - Alman Partners 

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