Is Your Wealth Manager Really a Fiduciary? (Ep. 3)

The Financial Leverage Point

25-07-2023 • 28 mins

Are you confident that your financial advisor is acting in your best interest? You often hear the term “fiduciary,” but what does that mean?  In this episode, John Iannucci discusses the importance of fiduciary responsibility in the financial services industry. John introduces the concept of dual-licensed brokers and the conflict of interest that arises when …

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