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01

May

What You Need to Know About Fiduciary and Suitability Standards of Care

Robert Phipps, Director, Portfolio Management

Today’s post comes from Per Stirling Director and Portfolio Manager, Robert Phipps. The financial industry has a long history of employing jargon to confuse the investing public and keep investors ignorant of the fact that there are two different standards of client care that financial professionals are held to: a suitability standard, and a fiduciary […]