Tag: RIA

Reduce Investment Costs With Institutional Shares

Oct 2, 2017

Reduce Investment Costs With Institutional SharesWatch this video on YouTube One of the low points of my career was the day I lost a client because another advisor “had found a way to put their clients into the lowest cost shares available only to large...

Find Out If Fiduciary Duty is Required From Commission-Based Advisor

Apr 27, 2015

Fiduciary Duty is Required From Some Advisors Who Receive CommissionsWatch this video on YouTube Can a financial advisor represent your best interests and still earn a commission? Surprisingly, this can sometimes be the case. It’s up to you to find out. Being...