Description

All financial advisors are required by law to be subject to one of two standards: suitability or fiduciary. In this show we'll define these two standards and explore the differences between them, which come down to 5 main categories: 

1. duty to the client 
2. scope of responsibility 
3. disclosure requirements 
4. compensation structure 
5. legal remedies 

Listen in to find out more. 

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LET'S CONNECT

Show website:

https://www.providencefinancialpodcast.com

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