Professional journalists joined a group of investor advocates and fiduciary advisor groups for a virtual press conference on March 6, 2019 at 3:00 pm ET.
This important press briefing brought leading fiduciary voices and investor advocates together to discuss how investors must “show their swagger” and protect themselves. The SEC’s final Reg BI rule is expected soon. While called a “best interest” rule – it’s expected to generally following sales suitability rules.
Problem: All brokers and advisors claim the “Best Interest” white hat.
Solution: Investors must take care of themselves. In evaluating advisors or brokers, they must distinguish fiduciary advisors who are paid by clients from sales reps who are paid by financial companies to distribute products. This panel of experts will tell the journalists attending what the general public can do.
Watch this 1 hour webcast to drill into what it means to be a fiduciary -- to work with an advisor who is truly on your side.
Learn more at AdvisorOnMySide.org
If you would like to speak with one of the panelists or need a head shot or more information, please allow me to be of assistance:
Marie Swift, Impact Communications, Inc.
913-961-4030 smartphone / 303-456-1086 office