EPISODE · May 10, 2018 · 12 MIN
Fiduciary or Pretender
from Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals · host Walkner Condon Financial Advisors
Nate and Clint talk about client standard of care in the financial services industry. They address the difference between the fiduciary standard and the suitability standard.
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Fiduciary or Pretender
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