• "Fidelity Fiduciary Bank"

    David Tomlinson and Dick Van Dyke Scene From Walt Disney's Mary Poppins

    published: 09 Aug 2010
  • The Fiduciary Adventures of Ben - BD Email

    published: 27 Sep 2017
  • The Fiduciary Adventures of Ben - The BD Email

    published: 27 Sep 2017
  • I'm A Plan Fiduciary... What Does That Mean?

    Being a Plan Sponsor and fiduciary is hard work. In addition to fulfilling your day-to-day responsibilities, your employees depend on you to manage their retirement plan. Retirement Plan Advisors (RPA) understands that you’re being asked to do more with less, and we’re here to help. That’s why we’ve rolled out the dough, piled on the toppings, and delivered you this video to help you understand your role as a Plan Sponsor and fiduciary. Enjoy the short video, and reach out to discuss how RPA can help you meet your fiduciary obligations. As an independent federally Registered Investment Advisor, RPA can and does stand with you as a plan fiduciary. Our services include: - Plan review and assessment - Plan pricing analysis - RFP/RFI services - Plan design and implementation - Investment...

    published: 19 Oct 2016
  • Fiduciary Duty Nuts and Bolts

    Fiduciary duty – the concept that directors must act in good faith in the best interest of the corporation, and make decisions based on a consideration of the right information –is easy to say but sometimes hard to execute. Meeting the fiduciary duty standard is good for directors; it gives them a frame for a ‘safe harbor’ in which to operate; and it is good for the members because its compliance assures that directors will feel the pressure to do a good job.

    published: 11 Jun 2015
  • Fiduciary

    For more information, please visit our website: www.HeritagePlanners.com Email: Prosper@HeritagePlanners.com

    published: 20 Jul 2017
  • The Fiduciary Advenures of Ben - The BD Email

    published: 29 Sep 2017
  • California Professional Fiduciaries Bureau - Completing the Fiduciary Licensing Application Tutorial

    for more information on renewals, please visit: http://www.fiduciary.ca.gov/ Music: "Feelin' Good", Purple Planet Music, Chris Martyn/Geoff Harvey, 2014, http://www.purple-planet.com/upbeat/4593380163

    published: 22 May 2017
  • DOES BANK OWE FIDUCIARY DUTY TO CUSTOMERS?

    Made with http://biteable.com

    published: 03 May 2016
  • Fiduciary Standard vs. Suitability Standard

    It's important to know the difference between the fiduciary standard and the suitability standard. Make sure your broker is acting according to the fiduciary standard and if they aren't it may be time to find one who puts your best interests first. Get your FREE, no obligation financial consultation at http://bespokenwealth.com/ or email me at: Laurel@BespokenWealth.com Twitter: https://twitter.com/BespokeWM Any Business or Media Inquiries: Laurel@BespokenWealth.com

    published: 29 May 2015
  • Fiduciary:Trust and Care of Real Estate Investors

    Vantage IRA $10 Limited Seating 20860 N Tatum Blvd, Suite 240 Phoenix, AZ 85050 Thursday, Feb. 22nd 1:15-4:15 pm RSVP: Jill St. Croix jstcroix@azgat.com Do you have all your money in stocks and bonds? What happens if we see a sharp reduction in the markets. Have you prepared your life boat? Michael talks about alternate ways to make income without worrying about the markets. Check us out at michaeldouville.com. The first consultation is always free. Michael's Book, How to Create a Real Estate Money Machine and Retire with Income, is available on line. Email Michael at michael@michaeldouville.com

    published: 09 Feb 2018
  • Fiduciary Vs Broker - Paying Fees Forever - Fiduciary Rule Explained

    What is the difference between a fiduciary vs broker? The difference may not be as drastic as you think. A fiduciary is just a fancy title for someone who will have you paying fees forever, no matter how well or how awful they do. In this video, we dive into the fiduciary rule explained and exactly what makes the fiduciary relationship different than a broker. The fiduciary responsibility should be there whether you are using a fiduciary or a broker, but many times it will be up to you to find the right individual. Let's look at the fiduciary duty. Are they going to have more information than a money manager or a broker? Do they have access to more information? No. Let's look at a broker vs fiduciary in a little more depth. -------------------------------------------------------------...

    published: 22 Sep 2016
  • Executor Fiduciary Duty Explained

    www.probatesolutionsIL.com In todays video we will be explaining what Fiduciary duty means. If you have any questions please email me at Rafael@probatesolutionsIL.com or Comment below.

    published: 22 Jan 2018
  • Van Wie Financial | Fee-Only. For A Reason.

    Van Wie Financial is a fee-only financial planning firm located in Jacksonville Beach, FL. We are independent, fiduciary, Certified Financial Planners™ who do not sell any products or collect any commissions. Our fiduciary duty states that we will always put our clients best interests ahead of our own. If you would like to contact us, our information is below: Book a meeting: https://vanwiefinancial.as.me/schedule.php Phone: (904) 685-1505 Website: http://www.vanwiefinancial.com Email: info@vanwiefinancial.com

    published: 14 Dec 2017
  • Retirement Plans: Last Week Tonight with John Oliver (HBO)

    Saving for retirement means navigating a potential minefield of high fees and bad advice. Billy Eichner and Kristin Chenoweth share some tips. Connect with Last Week Tonight online... Subscribe to the Last Week Tonight YouTube channel for more almost news as it almost happens: www.youtube.com/user/LastWeekTonight Find Last Week Tonight on Facebook like your mom would: http://Facebook.com/LastWeekTonight Follow us on Twitter for news about jokes and jokes about news: http://Twitter.com/LastWeekTonight Visit our official site for all that other stuff at once: http://www.hbo.com/lastweektonight

    published: 13 Jun 2016
  • Paresh Financial Services - Fiduciary

    Email us: Paresh_Shah@fhfg.com Pareshah Financial Services describes the responsibilities as plan sponsers All video & Editing by: KOZ PRODUCTIONS

    published: 21 Sep 2015
  • HighTower Whiteboard Animation: Brokers vs. Fiduciaries

    Investors are taking a hard look at the people managing their money. Elliot S. Weissbluth, the CEO of HighTower, has been a visionary on this issue for over a decade. In this whiteboard video, Elliot cleverly explains the difference between brokers and fiduciaries and sheds light on the issues surrounding the industry. http://hightoweradvisors.com/ Securities offered through HighTower Securities, LLC, Member FINRA/SIPC/MSRB, HighTower Advisors, LLC is a SEC registered investment adviser.

    published: 16 Mar 2012
  • Fiduciary Agent

    published: 14 Oct 2016
  • IRS Form 56 - YOU appoints You as Fiduciary over the SSN Account

    Donations accepted, but never expected: PayPal.Me/HEATHERLEEMEHUDAR YOU = your "STRAWMAN" or ENS LEGIS NAME. You = the given-appellation of the Living Wo/Man DISCLAIMER: This is not legal advice. This is simply ONE of the ways in which one may choose to fill-out this form . . . if one chose to do so. Do you? I am SELF-governing, as should you too. (aka: Do not contact me for advice.) If you utilize any of the information within this video: you agree all decisions are your own choice, and you hold harmless & indemnify this channel and all people & persons in connection to this channel. All music in the videos for the playlist titled: "Converting the IRS from robber of "YOU" to Robin Hood for "You" are the royalty-free creations of Kevin MacLeod and may be purchased at: http://incompe...

    published: 20 Sep 2017
  • Fiduciary Duty. BC Real Estate 101

    When you’re buying or selling Real Estate you need to know who is representing you and looking out for your best interest and who is not.  That’s fiduciary duty. If you want to voice your opinion or get in touch with Owen, please email owen@owenbigland.com and visit http://www.owenbigland.com for all his Inside Edge Real Estate video blogs. RICHMOND BC HOMES GREATER VANCOUVER BC REAL ESTATE FOR SALE House | Townhouse | Apartments-Condos | Real Estate Richmond | Vancouver | Ladner | Tsawwassen

    published: 11 Aug 2015
  • Trust And Fiduciary Services | Earning Your Trust Everyday

    https://www.varaluae.com/trust-and-fiduciary-services Trust And Fiduciary Services | Earning Your Trust Everyday Trust and fiduciary services that are offered to you, which require us to act as per your instructions are: 1. Keeping funds on your behalf You may instruct us to make payments from these funds as you deem appropriate. 2. Bookkeeping All financial transactions are booked. 3. Nominee services Acting on behalf of the ultimate beneficial owner. You can take advantage of nominees for 3 positions Shareholder Director Secretary 4. Virtual office for offshore companies In case you need a Dubai office address you can avail of An office address Fax forwarding Telephone Email PO Box address 5. Acting as a ‘Manager’ for your company Every freezone company in the UAE requires t...

    published: 29 Feb 2016
  • How To Manage Your Money - What is A Fiduciary?

    Ready to start managing your money? Blue Dot Wealth Management is here to help! Watch as Rob Young explains the role of a fiduciary. Keep learning! Visit our website at http://bluedotwealthmanagement.com/ Transcription: Hi! This is Rob Young, Owner of Blue Dot Wealth Management. Today, we’re going to talk a little bit about what a Fiduciary is and why it is important. There can be a lot of confusion because the titles we give ourselves like Financial Advisor, Investment Advisor, Wealth Manager, etc. can be used by people that are a Fiduciary and also by a more traditional stock broker. Very simply, a Fiduciary is someone that, by law, must act in the best interest of his or her clients, putting their clients interests ahead of their own at all times. That investment advisor provide...

    published: 23 Jan 2018
  • DOL Fiduciary Ruling: Best Interest Contract

    Here you’ll find the best interest contract (BIC) and best interest contract exemption (BICE) explained in plain English.

    published: 25 Jul 2016
  • What is a fiduciary? [Plantation Florida Estate Planning Lawyer - Haimo Law]

    Visit us at https://HaimoLaw.com. Strategic Planning With Purpose. Plantation, Florida Estate and Business Planning Law Firm; Will, Trusts, Probate, Business Planning, Asset Protection. Call Us at 954-228-3369 or email HLTV@haimolaw.com. A fiduciary is a person who is appointed to fulfill a role that places them in a position of trust and confidence. As a result, they are held to a higher standard of care and can be held personally liable for breach of their duty. Examples of fiduciaries include Personal Representatives and Executors of estates in Probate, and Trustees of trusts. -Why- Each interaction with a client presents a unique opportunity for us to prove our devotion to customer service and commitment to helping families and businesses achieve their goals. -How- We understand ...

    published: 20 Jun 2012
developed with YouTube
"Fidelity Fiduciary Bank"
3:43

"Fidelity Fiduciary Bank"

  • Order:
  • Duration: 3:43
  • Updated: 09 Aug 2010
  • views: 439269
videos https://wn.com/Fidelity_Fiduciary_Bank
The Fiduciary Adventures of Ben - BD Email
1:23

The Fiduciary Adventures of Ben - BD Email

  • Order:
  • Duration: 1:23
  • Updated: 27 Sep 2017
  • views: 19
videos
https://wn.com/The_Fiduciary_Adventures_Of_Ben_Bd_Email
The Fiduciary Adventures of Ben - The BD Email
1:23

The Fiduciary Adventures of Ben - The BD Email

  • Order:
  • Duration: 1:23
  • Updated: 27 Sep 2017
  • views: 2
videos
https://wn.com/The_Fiduciary_Adventures_Of_Ben_The_Bd_Email
I'm A Plan Fiduciary... What Does That Mean?
2:45

I'm A Plan Fiduciary... What Does That Mean?

  • Order:
  • Duration: 2:45
  • Updated: 19 Oct 2016
  • views: 168
videos
Being a Plan Sponsor and fiduciary is hard work. In addition to fulfilling your day-to-day responsibilities, your employees depend on you to manage their retirement plan. Retirement Plan Advisors (RPA) understands that you’re being asked to do more with less, and we’re here to help. That’s why we’ve rolled out the dough, piled on the toppings, and delivered you this video to help you understand your role as a Plan Sponsor and fiduciary. Enjoy the short video, and reach out to discuss how RPA can help you meet your fiduciary obligations. As an independent federally Registered Investment Advisor, RPA can and does stand with you as a plan fiduciary. Our services include: - Plan review and assessment - Plan pricing analysis - RFP/RFI services - Plan design and implementation - Investment Policy Statement (IPS) - Investment menu due diligence: 3(21) and 3(38) advisors - Participant enrollment, education and advisory services Call or email us today! Phone: 877.284.6837 Email: servicecenter@retirementplanadvisors.com
https://wn.com/I'm_A_Plan_Fiduciary..._What_Does_That_Mean
Fiduciary Duty Nuts and Bolts
2:51

Fiduciary Duty Nuts and Bolts

  • Order:
  • Duration: 2:51
  • Updated: 11 Jun 2015
  • views: 1824
videos
Fiduciary duty – the concept that directors must act in good faith in the best interest of the corporation, and make decisions based on a consideration of the right information –is easy to say but sometimes hard to execute. Meeting the fiduciary duty standard is good for directors; it gives them a frame for a ‘safe harbor’ in which to operate; and it is good for the members because its compliance assures that directors will feel the pressure to do a good job.
https://wn.com/Fiduciary_Duty_Nuts_And_Bolts
Fiduciary
1:54

Fiduciary

  • Order:
  • Duration: 1:54
  • Updated: 20 Jul 2017
  • views: 77
videos
For more information, please visit our website: www.HeritagePlanners.com Email: Prosper@HeritagePlanners.com
https://wn.com/Fiduciary
The Fiduciary Advenures of Ben - The BD Email
1:41

The Fiduciary Advenures of Ben - The BD Email

  • Order:
  • Duration: 1:41
  • Updated: 29 Sep 2017
  • views: 6
videos
https://wn.com/The_Fiduciary_Advenures_Of_Ben_The_Bd_Email
California Professional Fiduciaries Bureau - Completing the Fiduciary Licensing Application Tutorial
6:08

California Professional Fiduciaries Bureau - Completing the Fiduciary Licensing Application Tutorial

  • Order:
  • Duration: 6:08
  • Updated: 22 May 2017
  • views: 1024
videos
for more information on renewals, please visit: http://www.fiduciary.ca.gov/ Music: "Feelin' Good", Purple Planet Music, Chris Martyn/Geoff Harvey, 2014, http://www.purple-planet.com/upbeat/4593380163
https://wn.com/California_Professional_Fiduciaries_Bureau_Completing_The_Fiduciary_Licensing_Application_Tutorial
DOES BANK OWE FIDUCIARY DUTY TO CUSTOMERS?
3:56

DOES BANK OWE FIDUCIARY DUTY TO CUSTOMERS?

  • Order:
  • Duration: 3:56
  • Updated: 03 May 2016
  • views: 110
videos
Made with http://biteable.com
https://wn.com/Does_Bank_Owe_Fiduciary_Duty_To_Customers
Fiduciary Standard vs. Suitability Standard
2:49

Fiduciary Standard vs. Suitability Standard

  • Order:
  • Duration: 2:49
  • Updated: 29 May 2015
  • views: 1302
videos
It's important to know the difference between the fiduciary standard and the suitability standard. Make sure your broker is acting according to the fiduciary standard and if they aren't it may be time to find one who puts your best interests first. Get your FREE, no obligation financial consultation at http://bespokenwealth.com/ or email me at: Laurel@BespokenWealth.com Twitter: https://twitter.com/BespokeWM Any Business or Media Inquiries: Laurel@BespokenWealth.com
https://wn.com/Fiduciary_Standard_Vs._Suitability_Standard
Fiduciary:Trust and Care of Real Estate Investors
1:36

Fiduciary:Trust and Care of Real Estate Investors

  • Order:
  • Duration: 1:36
  • Updated: 09 Feb 2018
  • views: 44
videos
Vantage IRA $10 Limited Seating 20860 N Tatum Blvd, Suite 240 Phoenix, AZ 85050 Thursday, Feb. 22nd 1:15-4:15 pm RSVP: Jill St. Croix jstcroix@azgat.com Do you have all your money in stocks and bonds? What happens if we see a sharp reduction in the markets. Have you prepared your life boat? Michael talks about alternate ways to make income without worrying about the markets. Check us out at michaeldouville.com. The first consultation is always free. Michael's Book, How to Create a Real Estate Money Machine and Retire with Income, is available on line. Email Michael at michael@michaeldouville.com
https://wn.com/Fiduciary_Trust_And_Care_Of_Real_Estate_Investors
Fiduciary Vs Broker - Paying Fees Forever - Fiduciary Rule Explained
13:12

Fiduciary Vs Broker - Paying Fees Forever - Fiduciary Rule Explained

  • Order:
  • Duration: 13:12
  • Updated: 22 Sep 2016
  • views: 1788
videos
What is the difference between a fiduciary vs broker? The difference may not be as drastic as you think. A fiduciary is just a fancy title for someone who will have you paying fees forever, no matter how well or how awful they do. In this video, we dive into the fiduciary rule explained and exactly what makes the fiduciary relationship different than a broker. The fiduciary responsibility should be there whether you are using a fiduciary or a broker, but many times it will be up to you to find the right individual. Let's look at the fiduciary duty. Are they going to have more information than a money manager or a broker? Do they have access to more information? No. Let's look at a broker vs fiduciary in a little more depth. -------------------------------------------------------------- Please Subscribe! https://www.youtube.com/channel/UCNtQmqZlNUwzPuWmHPI_oSg?sub_confirmation=1 Visit me on the web- http://WiseMoneyTools.com/ Follow me! FB - https://www.facebook.com/wisemoneytools Twitter - https://twitter.com/wisemoneytools Google+ - https://plus.google.com/114367619155241197052 I have been involved in financial planning for over 30 years. I started out as a high volume stock broker. After working with millions of dollars I decided there had to be another way for people to earn money in the market without all the risky ups and downs that leave you where you started, or worse. After reading a ton of books I came across a book on the Infinite Banking Concept and it completely changed my life and the way I view investments. Now I focus on building wealth in safe and predictable ways, like Infinite Banking, Cash Value Life Insurance, and Indexed Annuities to name a few. I post videos regularly so if you have any questions of comments feel free to email them to... dan at wisemoneytools dot com
https://wn.com/Fiduciary_Vs_Broker_Paying_Fees_Forever_Fiduciary_Rule_Explained
Executor Fiduciary Duty Explained
3:05

Executor Fiduciary Duty Explained

  • Order:
  • Duration: 3:05
  • Updated: 22 Jan 2018
  • views: 10
videos
www.probatesolutionsIL.com In todays video we will be explaining what Fiduciary duty means. If you have any questions please email me at Rafael@probatesolutionsIL.com or Comment below.
https://wn.com/Executor_Fiduciary_Duty_Explained
Van Wie Financial | Fee-Only. For A Reason.
1:43

Van Wie Financial | Fee-Only. For A Reason.

  • Order:
  • Duration: 1:43
  • Updated: 14 Dec 2017
  • views: 52
videos
Van Wie Financial is a fee-only financial planning firm located in Jacksonville Beach, FL. We are independent, fiduciary, Certified Financial Planners™ who do not sell any products or collect any commissions. Our fiduciary duty states that we will always put our clients best interests ahead of our own. If you would like to contact us, our information is below: Book a meeting: https://vanwiefinancial.as.me/schedule.php Phone: (904) 685-1505 Website: http://www.vanwiefinancial.com Email: info@vanwiefinancial.com
https://wn.com/Van_Wie_Financial_|_Fee_Only._For_A_Reason.
Retirement Plans: Last Week Tonight with John Oliver (HBO)
21:30

Retirement Plans: Last Week Tonight with John Oliver (HBO)

  • Order:
  • Duration: 21:30
  • Updated: 13 Jun 2016
  • views: 8282965
videos
Saving for retirement means navigating a potential minefield of high fees and bad advice. Billy Eichner and Kristin Chenoweth share some tips. Connect with Last Week Tonight online... Subscribe to the Last Week Tonight YouTube channel for more almost news as it almost happens: www.youtube.com/user/LastWeekTonight Find Last Week Tonight on Facebook like your mom would: http://Facebook.com/LastWeekTonight Follow us on Twitter for news about jokes and jokes about news: http://Twitter.com/LastWeekTonight Visit our official site for all that other stuff at once: http://www.hbo.com/lastweektonight
https://wn.com/Retirement_Plans_Last_Week_Tonight_With_John_Oliver_(Hbo)
Paresh Financial Services - Fiduciary
2:36

Paresh Financial Services - Fiduciary

  • Order:
  • Duration: 2:36
  • Updated: 21 Sep 2015
  • views: 16
videos
Email us: Paresh_Shah@fhfg.com Pareshah Financial Services describes the responsibilities as plan sponsers All video & Editing by: KOZ PRODUCTIONS
https://wn.com/Paresh_Financial_Services_Fiduciary
HighTower Whiteboard Animation: Brokers vs. Fiduciaries
2:33

HighTower Whiteboard Animation: Brokers vs. Fiduciaries

  • Order:
  • Duration: 2:33
  • Updated: 16 Mar 2012
  • views: 144442
videos
Investors are taking a hard look at the people managing their money. Elliot S. Weissbluth, the CEO of HighTower, has been a visionary on this issue for over a decade. In this whiteboard video, Elliot cleverly explains the difference between brokers and fiduciaries and sheds light on the issues surrounding the industry. http://hightoweradvisors.com/ Securities offered through HighTower Securities, LLC, Member FINRA/SIPC/MSRB, HighTower Advisors, LLC is a SEC registered investment adviser.
https://wn.com/Hightower_Whiteboard_Animation_Brokers_Vs._Fiduciaries
Fiduciary Agent
1:53

Fiduciary Agent

  • Order:
  • Duration: 1:53
  • Updated: 14 Oct 2016
  • views: 78
videos
https://wn.com/Fiduciary_Agent
IRS Form 56 - YOU appoints You as Fiduciary over the SSN Account
2:23

IRS Form 56 - YOU appoints You as Fiduciary over the SSN Account

  • Order:
  • Duration: 2:23
  • Updated: 20 Sep 2017
  • views: 1632
videos
Donations accepted, but never expected: PayPal.Me/HEATHERLEEMEHUDAR YOU = your "STRAWMAN" or ENS LEGIS NAME. You = the given-appellation of the Living Wo/Man DISCLAIMER: This is not legal advice. This is simply ONE of the ways in which one may choose to fill-out this form . . . if one chose to do so. Do you? I am SELF-governing, as should you too. (aka: Do not contact me for advice.) If you utilize any of the information within this video: you agree all decisions are your own choice, and you hold harmless & indemnify this channel and all people & persons in connection to this channel. All music in the videos for the playlist titled: "Converting the IRS from robber of "YOU" to Robin Hood for "You" are the royalty-free creations of Kevin MacLeod and may be purchased at: http://incompetech.com/ ✔ LEGAL NOTICE ***Wrongful DMCA take downs are against the law! When you make FALSE COPYRIGHT CLAIMS, you do so "under penalty of perjury", and if found guilty you can face a fine, imprisonment, or both.
https://wn.com/Irs_Form_56_You_Appoints_You_As_Fiduciary_Over_The_Ssn_Account
Fiduciary Duty. BC Real Estate 101
4:41

Fiduciary Duty. BC Real Estate 101

  • Order:
  • Duration: 4:41
  • Updated: 11 Aug 2015
  • views: 188
videos
When you’re buying or selling Real Estate you need to know who is representing you and looking out for your best interest and who is not.  That’s fiduciary duty. If you want to voice your opinion or get in touch with Owen, please email owen@owenbigland.com and visit http://www.owenbigland.com for all his Inside Edge Real Estate video blogs. RICHMOND BC HOMES GREATER VANCOUVER BC REAL ESTATE FOR SALE House | Townhouse | Apartments-Condos | Real Estate Richmond | Vancouver | Ladner | Tsawwassen
https://wn.com/Fiduciary_Duty._Bc_Real_Estate_101
Trust And Fiduciary Services | Earning Your Trust Everyday
1:09

Trust And Fiduciary Services | Earning Your Trust Everyday

  • Order:
  • Duration: 1:09
  • Updated: 29 Feb 2016
  • views: 65
videos
https://www.varaluae.com/trust-and-fiduciary-services Trust And Fiduciary Services | Earning Your Trust Everyday Trust and fiduciary services that are offered to you, which require us to act as per your instructions are: 1. Keeping funds on your behalf You may instruct us to make payments from these funds as you deem appropriate. 2. Bookkeeping All financial transactions are booked. 3. Nominee services Acting on behalf of the ultimate beneficial owner. You can take advantage of nominees for 3 positions Shareholder Director Secretary 4. Virtual office for offshore companies In case you need a Dubai office address you can avail of An office address Fax forwarding Telephone Email PO Box address 5. Acting as a ‘Manager’ for your company Every freezone company in the UAE requires the appointment of a ‘Manager’ who is the legal representative of the company when dealing with the government. The real owners may not live in the UAE and so may need to appoint someone as their Manager. Varal offers to act as ‘Manager’ in such cases. 6. Working with your bank on your behalf - Bank coordination - Bank signatory
https://wn.com/Trust_And_Fiduciary_Services_|_Earning_Your_Trust_Everyday
How To Manage Your Money - What is A Fiduciary?
2:16

How To Manage Your Money - What is A Fiduciary?

  • Order:
  • Duration: 2:16
  • Updated: 23 Jan 2018
  • views: 48
videos
Ready to start managing your money? Blue Dot Wealth Management is here to help! Watch as Rob Young explains the role of a fiduciary. Keep learning! Visit our website at http://bluedotwealthmanagement.com/ Transcription: Hi! This is Rob Young, Owner of Blue Dot Wealth Management. Today, we’re going to talk a little bit about what a Fiduciary is and why it is important. There can be a lot of confusion because the titles we give ourselves like Financial Advisor, Investment Advisor, Wealth Manager, etc. can be used by people that are a Fiduciary and also by a more traditional stock broker. Very simply, a Fiduciary is someone that, by law, must act in the best interest of his or her clients, putting their clients interests ahead of their own at all times. That investment advisor provides advice and investment recommendations that they feel is in the best interest of their clients. A Fiduciary will disclose fees, services provided, and disclose possible conflicts of interest, if any. In other words, someone who acts as a Fiduciary should have a transparent process and their clients should know what they are paying for and what they should expect. A more traditional stock broker, or broker, is someone that does not have to adhere to a Fiduciary standard. Instead, they follow the Suitability Doctrine.They should know a clients’ financial picture well enough to recommend investments that are considered suitable but those investments could be proprietary to their firm or pay a higher commission. In other words, it could be good advice but there may be a less expensive alternative that would save you money. There are a number of changes in the Financial Services industry, many, like the Fiduciary Rule, are for the better. Many companies are making changes to how fees are assessed that are aligning more in the client’s interest. That is a good thing. You should ask anyone you work with how they are compensated and what services they are providing for you. Transparency is always the key. If you have more questions or want to talk further, don’t hesitate to reach out and as always, thank you for watching! Don’t forget to subscribe to our YouTube Channel and like us on Facebook. ____________________________________________________________________ At Blue Dot Wealth Management, we pride ourselves on focusing on our clients and building relationships that go beyond finance. We believe that working with a financial advisor is one of the first steps in achieving your financial goals. We want to work together with you to help solve your greatest challenges. The Advisors at Blue Dot Wealth Management specialize in wealth management services. We can help with financial planning, personal retirement planning, small business retirement planning, insurance planning, college saving planning, and not for profits. For more information on getting help with any of these visit our website http://bluedotwealthmanagement.com/our-services/#one Financial Advisor and Founder Rob Young’s unique focus on analytics, long term investing, and client centered interactions are what make Blue Dot Wealth Management the best option for your financial needs. Our mission is to create value in the lives of our clients by helping families, businesses, and nonprofits leave a legacy that reflects their values. Wealth Management and financial planning can be difficult, but here at Blue Dot, we’re here to help make the seemingly impossible, possible. Our team is made of strong people who serve honestly, with a strong ethical code, and with integrity. We are driven to understand our customers better in order to address your personal needs as clearly as possible. We are here to help you! Contact Rob and Blue Dot Wealth Management at Email: rob@bluedotwealthmanagement.com Website: http://bluedotwealthmanagement.com/ Phone: Office: 480-256-2384 Cell: 602-743-2932 Facebook: https://www.facebook.com/bluedotwm/ Twitter: https://twitter.com/BlueDotWM LinkedIn: https://www.linkedin.com/in/robert-young-b49723 5224 S Ponderosa Rd, Gilbert, AZ 85298, USA Securities offered through Cambridge Investment Research, Inc. a Broker Dealer, Member FINRA, SIPC. Advisory Services offered through Cambridge Investment Research Advisers, Inc., a Registered Investment Advisor. Cambridge and Blue Dot Wealth Management are not affiliated.
https://wn.com/How_To_Manage_Your_Money_What_Is_A_Fiduciary
DOL Fiduciary Ruling: Best Interest Contract
6:53

DOL Fiduciary Ruling: Best Interest Contract

  • Order:
  • Duration: 6:53
  • Updated: 25 Jul 2016
  • views: 712
videos
Here you’ll find the best interest contract (BIC) and best interest contract exemption (BICE) explained in plain English.
https://wn.com/Dol_Fiduciary_Ruling_Best_Interest_Contract
What is a fiduciary? [Plantation Florida Estate Planning Lawyer - Haimo Law]
0:31

What is a fiduciary? [Plantation Florida Estate Planning Lawyer - Haimo Law]

  • Order:
  • Duration: 0:31
  • Updated: 20 Jun 2012
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Visit us at https://HaimoLaw.com. Strategic Planning With Purpose. Plantation, Florida Estate and Business Planning Law Firm; Will, Trusts, Probate, Business Planning, Asset Protection. Call Us at 954-228-3369 or email HLTV@haimolaw.com. A fiduciary is a person who is appointed to fulfill a role that places them in a position of trust and confidence. As a result, they are held to a higher standard of care and can be held personally liable for breach of their duty. Examples of fiduciaries include Personal Representatives and Executors of estates in Probate, and Trustees of trusts. -Why- Each interaction with a client presents a unique opportunity for us to prove our devotion to customer service and commitment to helping families and businesses achieve their goals. -How- We understand complicated family and business dynamics and exhibit an empathetic bedside manner. Our team approach prioritizes relationships, capitalizes on innovation, leverages technology and focuses on fundamentals. The result is a distinct and refreshing experience that is redefining estate and business planning. -What- We work with accountants and financial planners to help families and businesses get organized, protect and preserve assets for generations and leave behind a legacy they can be proud of. Practicing exclusively in the area of estate and business planning, Haimo Law is a boutique law firm that represents clients in preparing wills and trusts, administering estates, addressing business issues and creating asset protection plans and structures. These videos neither constitute legal advice nor create an attorney-client relationship between you and Haimo Law. For more information, click here: https://haimolaw.com/legal-disclaimer.
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