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flamin lib

(14,559 posts)
4. Remember the word 'fiduciary'
Tue Jan 5, 2021, 09:56 AM
Jan 2021

A fiduciary is required to put the client's interests above all others including their own. When interviewing brokers/advisors it is important to know if they are acting as a fiduciary.

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Latest Discussions»Culture Forums»Personal Finance and Investing»Annuity... Good or bad?»Reply #4