-
What Is a Fiduciary Financial Advisor? - The Unspoken Truth
What is a a fiduciary advisor? The media defines a fiduciary advisor as someone who is required to act in your best interest. However, there is a bit more to it that they aren't telling you.
🙋♀️Need some help? Schedule a meeting here:
https://calendly.com/scenicfinancial
▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬
🎯Get TRS 3, PERS 3 & DCP Investment Advice Here:
💥💥 https://scenicfinancial.net/scenic-plan-confidence1/💥💥
The Only Place To Receive Ongoing, Personalized Investment Advice, So You Can Confidently Invest In Your TRS 3, PERS 3 & DCP Retirement Plans!
▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬
📚Free E-Book Downloads:
7 Money Murdering Mistake Washington Teacher Make:
https://scenicfinancial.net/7-mistakes-ebook/
5 Ways To Avoid Running Out Of Money Without Risking A Dime:
https://bit.ly/5-Ways-Free-Repor...
published: 14 Oct 2021
-
The "F" word in the financial advising world... Fiduciary!
Everyone knows what the “F” word means when someone’s cursing but do you know the “F” word in the investment world #fiduciary?
Learn about why not all financial advisors have your best interest in mind because of the firm where they work. Educate yourself on what type of financial advisor you should have on your side.
published: 11 Apr 2019
-
How the Fiduciary Movement Became a Global Phenomenon
An "#OfficeHours with Michael Kitces" Periscope, looking at how the fiduciary movement became a global phenomenon. For further details, see https://www.kitces.com/blog/fiduciary-movement-global-phenomenon-dol-rdr-fofa-crm2/
published: 23 Aug 2017
-
IQE International Fiduciary Services | Isle of Man | Mauritius
IQE works closely with professional advisers to form and administer structures that cover a wide range of activities such as land and property development, consultancy services and investment holding. We also boast a strong track record in successfully forming and managing companies that are listed or quoted on recognised stock exchanges.
Our focus is on integrity which together with quality and the expertise of our teams ensure that IQE responsibly delivers structures, across multiple jurisdictions to meet the exacting requirements of our clients.
published: 08 Mar 2013
-
What exactly is a fiduciary, and why is it important?
At Outlook Wealth Advisors, our team of CPAs and Certified Financial Planners (CFP®) apply a holistic, fiduciary process to help pre-retirees and retirees create and implement comprehensive strategies. But what does being a fiduciary really mean? ⚖️ Aren't all financial advisors fiduciaries? 🤔 And why is having a fiduciary important?
In this video, Michael Neuenschwander, CPA, CFP® provides a real-world definition of the term fiduciary, explains how the term is used in the financial services industry, and provides tips on how you should correlate the term to your retirement and investment strategies.
To schedule your no obligation, complimentary consultation please call our office at 281.872.1515 or click here: https://www.outlookwealth.com/book-a-consultation. For more information, p...
published: 11 May 2023
-
3 Reasons to Choose a Fiduciary Financial Advisor
3 REASONS TO CHOOSE A FIDUCIARY FINANCIAL ADVISOR | Finding a financial planner can be tough! Finding one you can trust who works in your best interest can be even more challenging. This video will cover three reasons you will want to choose a fiduciary financial advisor.
#fiduciary #financialplanner
If you'd like to learn more about how to select a fiduciary financial advisor, schedule a free discovery call today at: https://districtcapitalmanagement.com/schedule-call/ !
Get free monthly financial tips by subscribing to our newsletter at https://districtcapitalmanagement.com !
Skip Ahead HERE!
0:00 - 3 Reasons to Choose a Fiduciary Financial Advisor
0:27 - What is a fiduciary financial advisor?
2:05 - Reason #1
3:22 - Reason #2
4:06 - Reason #3
5:14 - What is a non-fiduciary financia...
published: 29 Apr 2021
-
Should You Choose a Fiduciary Financial Advisor?
Should You Choose a Fiduciary Financial Advisor? - Have you ever looked at a Fiduciary Financial Advisor? What is fiduciary? What is a fiduciary advisor? You might ask, Should I work with a fiduciary? If you have looked at a financial advisor, you would benefit from Understanding Your Options. What is a fiduciary responsibility, especially when thinking about a retirement fiduciary? Some find it confusing at learning how to find a good financial adviser? If you’re thinking about retirement planning at 60 or retirement planning at 50, choosing a financial advisor can be a part of your Retirement Planning. Most have a goal of retiring comfortably and if you secure your retirement this video is a must watch.
#ShouldYouChooseaFiduciaryFinancialAdvisor #Retirementplanning #secureyourretirement ...
published: 10 Oct 2022
-
Fiduciary Wealth Management | Who we are?
In this video we would like to tell you more about us! We are dedicated to positively shaping the wealth of the expatriate community through tax led wealth management advice. Find out more about our services, team and get your free guide on our website www.fiduciarywealth.gi. For professional advice please contact enquiries@fwm.gi or call us on Tel: +44 207 998 0570.
Stay Connected
Twitter: https://www.twitter.com/Fidwealth
Facebook: https://www.facebook.com/FiduciaryWealth
Linked-In: https://www.linkedin.com/company/fiduciary-wealth-management-limited
Website: https://www.fiduciarywealth.gi
Subscribe to our YouTube channel for up to date financial news: https://www.youtube.com/@fiduciarywealthmanagement2020?sub_confirmation=1
Book Your Free Discovery Meeting
You can book a free ...
published: 23 Sep 2020
-
The New Fiduciary World: Regulation, Litigation, and the Need to Benchmark
The Department of Labor has expanded the definition of fiduciary. Federal courts have ruled in favor of plaintiffs in 401(k) fee litigation, and the frequency of multi-million dollar verdicts and settlements has increased. Are you up to speed on what fiduciaries need in order to survive in the new fiduciary world? Can you demonstrate that you have not only benchmarked your plan’s services and fees, but that you’ve followed best practices in doing so? Join this webinar to hear a discussion of not only the risks, but also the opportunities for your fiduciaries and employees.
published: 12 Oct 2016
-
What Is An Investment Fiduciary?
Join Alex A. Tapia, AIF® in an explanation of what exactly an Investment Fiduciary is and what a true Accredited Investment Fiduciary can do for you.
published: 17 Nov 2020
5:28
What Is a Fiduciary Financial Advisor? - The Unspoken Truth
What is a a fiduciary advisor? The media defines a fiduciary advisor as someone who is required to act in your best interest. However, there is a bit more to it...
What is a a fiduciary advisor? The media defines a fiduciary advisor as someone who is required to act in your best interest. However, there is a bit more to it that they aren't telling you.
🙋♀️Need some help? Schedule a meeting here:
https://calendly.com/scenicfinancial
▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬
🎯Get TRS 3, PERS 3 & DCP Investment Advice Here:
💥💥 https://scenicfinancial.net/scenic-plan-confidence1/💥💥
The Only Place To Receive Ongoing, Personalized Investment Advice, So You Can Confidently Invest In Your TRS 3, PERS 3 & DCP Retirement Plans!
▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬
📚Free E-Book Downloads:
7 Money Murdering Mistake Washington Teacher Make:
https://scenicfinancial.net/7-mistakes-ebook/
5 Ways To Avoid Running Out Of Money Without Risking A Dime:
https://bit.ly/5-Ways-Free-Report
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✉ Join our email list & stay informed on your retirement benefits: https://scenicfinancial.net/email/
Free Gift for joining: 10 Tax Myths Most Taxpayer Believe
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Masterclasses:
How Washington Teachers Can Avoid Retirement Tax Traps
https://scenicfinancial.net/k12-retirement-taxes/
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🕸️VISIT OUR WEBSITE:
https://scenicfinancial.com/
👨🏫Washington State Employee Financial Blog
https://scenicfinancial.com/blog
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📲CONNECT WITH US ON SOCIAL MEDIA:
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DISCLAIMER
**Advisory Services offered through Intirety, LLC a registered investment adviser. Scenic Financial makes content available as a service to its customers and other visitors, to be used for informational purposes only. While our best intentions are to provide accurate and timely information, you should always consult with retirement, tax, and legal professionals prior to taking any action. 🕸️
https://wn.com/What_Is_A_Fiduciary_Financial_Advisor_The_Unspoken_Truth
What is a a fiduciary advisor? The media defines a fiduciary advisor as someone who is required to act in your best interest. However, there is a bit more to it that they aren't telling you.
🙋♀️Need some help? Schedule a meeting here:
https://calendly.com/scenicfinancial
▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬
🎯Get TRS 3, PERS 3 & DCP Investment Advice Here:
💥💥 https://scenicfinancial.net/scenic-plan-confidence1/💥💥
The Only Place To Receive Ongoing, Personalized Investment Advice, So You Can Confidently Invest In Your TRS 3, PERS 3 & DCP Retirement Plans!
▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬
📚Free E-Book Downloads:
7 Money Murdering Mistake Washington Teacher Make:
https://scenicfinancial.net/7-mistakes-ebook/
5 Ways To Avoid Running Out Of Money Without Risking A Dime:
https://bit.ly/5-Ways-Free-Report
▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬
✉ Join our email list & stay informed on your retirement benefits: https://scenicfinancial.net/email/
Free Gift for joining: 10 Tax Myths Most Taxpayer Believe
▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬
Masterclasses:
How Washington Teachers Can Avoid Retirement Tax Traps
https://scenicfinancial.net/k12-retirement-taxes/
▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬
🕸️VISIT OUR WEBSITE:
https://scenicfinancial.com/
👨🏫Washington State Employee Financial Blog
https://scenicfinancial.com/blog
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🔴 SUBSCRIBE to not miss out on future updates - http://bit.ly/Scenicfinancial
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📲CONNECT WITH US ON SOCIAL MEDIA:
Facebook ➡️ https://www.facebook.com/Scenicfinancial/
LinkedIn ➡️ https://www.linkedin.com/in/ethanmeikle/
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DISCLAIMER
**Advisory Services offered through Intirety, LLC a registered investment adviser. Scenic Financial makes content available as a service to its customers and other visitors, to be used for informational purposes only. While our best intentions are to provide accurate and timely information, you should always consult with retirement, tax, and legal professionals prior to taking any action. 🕸️
- published: 14 Oct 2021
- views: 3482
2:33
The "F" word in the financial advising world... Fiduciary!
Everyone knows what the “F” word means when someone’s cursing but do you know the “F” word in the investment world #fiduciary?
Learn about why not all financia...
Everyone knows what the “F” word means when someone’s cursing but do you know the “F” word in the investment world #fiduciary?
Learn about why not all financial advisors have your best interest in mind because of the firm where they work. Educate yourself on what type of financial advisor you should have on your side.
https://wn.com/The_F_Word_In_The_Financial_Advising_World..._Fiduciary
Everyone knows what the “F” word means when someone’s cursing but do you know the “F” word in the investment world #fiduciary?
Learn about why not all financial advisors have your best interest in mind because of the firm where they work. Educate yourself on what type of financial advisor you should have on your side.
- published: 11 Apr 2019
- views: 3
16:25
How the Fiduciary Movement Became a Global Phenomenon
An "#OfficeHours with Michael Kitces" Periscope, looking at how the fiduciary movement became a global phenomenon. For further details, see https://www.kitces.c...
An "#OfficeHours with Michael Kitces" Periscope, looking at how the fiduciary movement became a global phenomenon. For further details, see https://www.kitces.com/blog/fiduciary-movement-global-phenomenon-dol-rdr-fofa-crm2/
https://wn.com/How_The_Fiduciary_Movement_Became_A_Global_Phenomenon
An "#OfficeHours with Michael Kitces" Periscope, looking at how the fiduciary movement became a global phenomenon. For further details, see https://www.kitces.com/blog/fiduciary-movement-global-phenomenon-dol-rdr-fofa-crm2/
- published: 23 Aug 2017
- views: 431
1:28
IQE International Fiduciary Services | Isle of Man | Mauritius
IQE works closely with professional advisers to form and administer structures that cover a wide range of activities such as land and property development, cons...
IQE works closely with professional advisers to form and administer structures that cover a wide range of activities such as land and property development, consultancy services and investment holding. We also boast a strong track record in successfully forming and managing companies that are listed or quoted on recognised stock exchanges.
Our focus is on integrity which together with quality and the expertise of our teams ensure that IQE responsibly delivers structures, across multiple jurisdictions to meet the exacting requirements of our clients.
https://wn.com/Iqe_International_Fiduciary_Services_|_Isle_Of_Man_|_Mauritius
IQE works closely with professional advisers to form and administer structures that cover a wide range of activities such as land and property development, consultancy services and investment holding. We also boast a strong track record in successfully forming and managing companies that are listed or quoted on recognised stock exchanges.
Our focus is on integrity which together with quality and the expertise of our teams ensure that IQE responsibly delivers structures, across multiple jurisdictions to meet the exacting requirements of our clients.
- published: 08 Mar 2013
- views: 5323
2:13
What exactly is a fiduciary, and why is it important?
At Outlook Wealth Advisors, our team of CPAs and Certified Financial Planners (CFP®) apply a holistic, fiduciary process to help pre-retirees and retirees creat...
At Outlook Wealth Advisors, our team of CPAs and Certified Financial Planners (CFP®) apply a holistic, fiduciary process to help pre-retirees and retirees create and implement comprehensive strategies. But what does being a fiduciary really mean? ⚖️ Aren't all financial advisors fiduciaries? 🤔 And why is having a fiduciary important?
In this video, Michael Neuenschwander, CPA, CFP® provides a real-world definition of the term fiduciary, explains how the term is used in the financial services industry, and provides tips on how you should correlate the term to your retirement and investment strategies.
To schedule your no obligation, complimentary consultation please call our office at 281.872.1515 or click here: https://www.outlookwealth.com/book-a-consultation. For more information, please visit www.outlookwealth.com.
Investment advisory services offered through Outlook Wealth Advisors, LLC, an SEC registered investment adviser. Insurance products offered separately through Outlook Wealth Insurance Services, LLC.
This presentation has been provided for informational purposes only and is not intended as legal or investment advice or a recommendation of any particular security or strategy. Information obtained from third-party sources is believed to be reliable though its accuracy is not guaranteed.
https://wn.com/What_Exactly_Is_A_Fiduciary,_And_Why_Is_It_Important
At Outlook Wealth Advisors, our team of CPAs and Certified Financial Planners (CFP®) apply a holistic, fiduciary process to help pre-retirees and retirees create and implement comprehensive strategies. But what does being a fiduciary really mean? ⚖️ Aren't all financial advisors fiduciaries? 🤔 And why is having a fiduciary important?
In this video, Michael Neuenschwander, CPA, CFP® provides a real-world definition of the term fiduciary, explains how the term is used in the financial services industry, and provides tips on how you should correlate the term to your retirement and investment strategies.
To schedule your no obligation, complimentary consultation please call our office at 281.872.1515 or click here: https://www.outlookwealth.com/book-a-consultation. For more information, please visit www.outlookwealth.com.
Investment advisory services offered through Outlook Wealth Advisors, LLC, an SEC registered investment adviser. Insurance products offered separately through Outlook Wealth Insurance Services, LLC.
This presentation has been provided for informational purposes only and is not intended as legal or investment advice or a recommendation of any particular security or strategy. Information obtained from third-party sources is believed to be reliable though its accuracy is not guaranteed.
- published: 11 May 2023
- views: 42
8:23
3 Reasons to Choose a Fiduciary Financial Advisor
3 REASONS TO CHOOSE A FIDUCIARY FINANCIAL ADVISOR | Finding a financial planner can be tough! Finding one you can trust who works in your best interest can be ...
3 REASONS TO CHOOSE A FIDUCIARY FINANCIAL ADVISOR | Finding a financial planner can be tough! Finding one you can trust who works in your best interest can be even more challenging. This video will cover three reasons you will want to choose a fiduciary financial advisor.
#fiduciary #financialplanner
If you'd like to learn more about how to select a fiduciary financial advisor, schedule a free discovery call today at: https://districtcapitalmanagement.com/schedule-call/ !
Get free monthly financial tips by subscribing to our newsletter at https://districtcapitalmanagement.com !
Skip Ahead HERE!
0:00 - 3 Reasons to Choose a Fiduciary Financial Advisor
0:27 - What is a fiduciary financial advisor?
2:05 - Reason #1
3:22 - Reason #2
4:06 - Reason #3
5:14 - What is a non-fiduciary financial advisor?
7:13 - BONUS TIP!
***RECOMMENDED READING LIST***
The One-Page Financial Plan by Carl Richards (easy read, holistic + fun graphics!) https://amzn.to/35NH54Z
Simple, Smart Investing by Ian Kennedy (can help you construct your investment portfolio)
https://amzn.to/32GRJbJ
A Random Walk Down Wall Street by Burton G. Malkiel (classic book that sold me on index funds) https://amzn.to/2H7pbzS
● ● ● ● ● ● ● ● ● ● ● ● ● ● ● ● ● ● ● ● ● ● ● ● ● ●
● SAY HI ON SOCIAL
Website: https://districtcapitalmanagement.com/
Facebook: https://www.facebook.com/districtcapital
LinkedIn: https://www.linkedin.com/in/alvin-carlos-cfa-cfp%C2%AE-5101903/
● WHO AM I?
Alvin Carlos is a CFP® professional and CFA® charterholder. His team helps young/mid-career professionals to be smarter with their money. They help them optimize their investments, lower taxes, pay off debt, and have peace of mind.
● DISCLAIMERS
This content is for education and entertainment purposes only. The information is being presented without consideration of the investment objectives, risk tolerance, or financial circumstances of any specific investor and might not be suitable for all investors. Past performance is not indicative of future results. All investing involves risk, including the possible loss of principal.
District Capital is a participant in Amazon Associates LLC Program, an affiliate advertising program designed to provide a means for us to earn income by linking to Amazon.com and affiliated sites. When you purchase any products through our Amazon page, you'll be supporting our mission of providing high-quality financial advice to the middle-class! :)
https://wn.com/3_Reasons_To_Choose_A_Fiduciary_Financial_Advisor
3 REASONS TO CHOOSE A FIDUCIARY FINANCIAL ADVISOR | Finding a financial planner can be tough! Finding one you can trust who works in your best interest can be even more challenging. This video will cover three reasons you will want to choose a fiduciary financial advisor.
#fiduciary #financialplanner
If you'd like to learn more about how to select a fiduciary financial advisor, schedule a free discovery call today at: https://districtcapitalmanagement.com/schedule-call/ !
Get free monthly financial tips by subscribing to our newsletter at https://districtcapitalmanagement.com !
Skip Ahead HERE!
0:00 - 3 Reasons to Choose a Fiduciary Financial Advisor
0:27 - What is a fiduciary financial advisor?
2:05 - Reason #1
3:22 - Reason #2
4:06 - Reason #3
5:14 - What is a non-fiduciary financial advisor?
7:13 - BONUS TIP!
***RECOMMENDED READING LIST***
The One-Page Financial Plan by Carl Richards (easy read, holistic + fun graphics!) https://amzn.to/35NH54Z
Simple, Smart Investing by Ian Kennedy (can help you construct your investment portfolio)
https://amzn.to/32GRJbJ
A Random Walk Down Wall Street by Burton G. Malkiel (classic book that sold me on index funds) https://amzn.to/2H7pbzS
● ● ● ● ● ● ● ● ● ● ● ● ● ● ● ● ● ● ● ● ● ● ● ● ● ●
● SAY HI ON SOCIAL
Website: https://districtcapitalmanagement.com/
Facebook: https://www.facebook.com/districtcapital
LinkedIn: https://www.linkedin.com/in/alvin-carlos-cfa-cfp%C2%AE-5101903/
● WHO AM I?
Alvin Carlos is a CFP® professional and CFA® charterholder. His team helps young/mid-career professionals to be smarter with their money. They help them optimize their investments, lower taxes, pay off debt, and have peace of mind.
● DISCLAIMERS
This content is for education and entertainment purposes only. The information is being presented without consideration of the investment objectives, risk tolerance, or financial circumstances of any specific investor and might not be suitable for all investors. Past performance is not indicative of future results. All investing involves risk, including the possible loss of principal.
District Capital is a participant in Amazon Associates LLC Program, an affiliate advertising program designed to provide a means for us to earn income by linking to Amazon.com and affiliated sites. When you purchase any products through our Amazon page, you'll be supporting our mission of providing high-quality financial advice to the middle-class! :)
- published: 29 Apr 2021
- views: 1981
14:23
Should You Choose a Fiduciary Financial Advisor?
Should You Choose a Fiduciary Financial Advisor? - Have you ever looked at a Fiduciary Financial Advisor? What is fiduciary? What is a fiduciary advisor? You mi...
Should You Choose a Fiduciary Financial Advisor? - Have you ever looked at a Fiduciary Financial Advisor? What is fiduciary? What is a fiduciary advisor? You might ask, Should I work with a fiduciary? If you have looked at a financial advisor, you would benefit from Understanding Your Options. What is a fiduciary responsibility, especially when thinking about a retirement fiduciary? Some find it confusing at learning how to find a good financial adviser? If you’re thinking about retirement planning at 60 or retirement planning at 50, choosing a financial advisor can be a part of your Retirement Planning. Most have a goal of retiring comfortably and if you secure your retirement this video is a must watch.
#ShouldYouChooseaFiduciaryFinancialAdvisor #Retirementplanning #secureyourretirement
To get more retirement tips visit www.POMwealth.net/blog and register for the free online
Master Class - 3 Keys To Secure Your Retirement
Listen to our podcast "Secure Your Retirement" https://pomwealth.net/podcast/
🔴 Subscribe for more content on YouTube: https://www.youtube.com/channel/UCJ_gBebHyggcBmZjzvL9A9Q?sub_confirmation=1
😀 Say hi on social:
Facebook: https://www.facebook.com/POMwealth
Instagram: https://www.instagram.com/radonstancilcfp/
LinkedIn: https://www.linkedin.com/in/radonstancil/
https://youtu.be/5MBUxstZ6AE
https://wn.com/Should_You_Choose_A_Fiduciary_Financial_Advisor
Should You Choose a Fiduciary Financial Advisor? - Have you ever looked at a Fiduciary Financial Advisor? What is fiduciary? What is a fiduciary advisor? You might ask, Should I work with a fiduciary? If you have looked at a financial advisor, you would benefit from Understanding Your Options. What is a fiduciary responsibility, especially when thinking about a retirement fiduciary? Some find it confusing at learning how to find a good financial adviser? If you’re thinking about retirement planning at 60 or retirement planning at 50, choosing a financial advisor can be a part of your Retirement Planning. Most have a goal of retiring comfortably and if you secure your retirement this video is a must watch.
#ShouldYouChooseaFiduciaryFinancialAdvisor #Retirementplanning #secureyourretirement
To get more retirement tips visit www.POMwealth.net/blog and register for the free online
Master Class - 3 Keys To Secure Your Retirement
Listen to our podcast "Secure Your Retirement" https://pomwealth.net/podcast/
🔴 Subscribe for more content on YouTube: https://www.youtube.com/channel/UCJ_gBebHyggcBmZjzvL9A9Q?sub_confirmation=1
😀 Say hi on social:
Facebook: https://www.facebook.com/POMwealth
Instagram: https://www.instagram.com/radonstancilcfp/
LinkedIn: https://www.linkedin.com/in/radonstancil/
https://youtu.be/5MBUxstZ6AE
- published: 10 Oct 2022
- views: 1104
2:05
Fiduciary Wealth Management | Who we are?
In this video we would like to tell you more about us! We are dedicated to positively shaping the wealth of the expatriate community through tax led wealth mana...
In this video we would like to tell you more about us! We are dedicated to positively shaping the wealth of the expatriate community through tax led wealth management advice. Find out more about our services, team and get your free guide on our website www.fiduciarywealth.gi. For professional advice please contact enquiries@fwm.gi or call us on Tel: +44 207 998 0570.
Stay Connected
Twitter: https://www.twitter.com/Fidwealth
Facebook: https://www.facebook.com/FiduciaryWealth
Linked-In: https://www.linkedin.com/company/fiduciary-wealth-management-limited
Website: https://www.fiduciarywealth.gi
Subscribe to our YouTube channel for up to date financial news: https://www.youtube.com/@fiduciarywealthmanagement2020?sub_confirmation=1
Book Your Free Discovery Meeting
You can book a free 30-minute discovery meeting directly at your convenience here: https://calendly.com/fwmdiscoverymeeting/fwm-free-discovery-meeting
Fiduciary Wealth Management is closely associated with Gibraltar’s longest standing, Band 1 law firm, established in 1892.
We are also a member firm of MGI Worldwide a top 20 ranked network of accounting, tax, legal and consulting firms. Established in 1947, MGI Worldwide is represented by almost 10,000 professionals in 460 locations across 100 countries with a combined global revenue of approximately $900M.
https://wn.com/Fiduciary_Wealth_Management_|_Who_We_Are
In this video we would like to tell you more about us! We are dedicated to positively shaping the wealth of the expatriate community through tax led wealth management advice. Find out more about our services, team and get your free guide on our website www.fiduciarywealth.gi. For professional advice please contact enquiries@fwm.gi or call us on Tel: +44 207 998 0570.
Stay Connected
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We are also a member firm of MGI Worldwide a top 20 ranked network of accounting, tax, legal and consulting firms. Established in 1947, MGI Worldwide is represented by almost 10,000 professionals in 460 locations across 100 countries with a combined global revenue of approximately $900M.
- published: 23 Sep 2020
- views: 40908
57:11
The New Fiduciary World: Regulation, Litigation, and the Need to Benchmark
The Department of Labor has expanded the definition of fiduciary. Federal courts have ruled in favor of plaintiffs in 401(k) fee litigation, and the frequency o...
The Department of Labor has expanded the definition of fiduciary. Federal courts have ruled in favor of plaintiffs in 401(k) fee litigation, and the frequency of multi-million dollar verdicts and settlements has increased. Are you up to speed on what fiduciaries need in order to survive in the new fiduciary world? Can you demonstrate that you have not only benchmarked your plan’s services and fees, but that you’ve followed best practices in doing so? Join this webinar to hear a discussion of not only the risks, but also the opportunities for your fiduciaries and employees.
https://wn.com/The_New_Fiduciary_World_Regulation,_Litigation,_And_The_Need_To_Benchmark
The Department of Labor has expanded the definition of fiduciary. Federal courts have ruled in favor of plaintiffs in 401(k) fee litigation, and the frequency of multi-million dollar verdicts and settlements has increased. Are you up to speed on what fiduciaries need in order to survive in the new fiduciary world? Can you demonstrate that you have not only benchmarked your plan’s services and fees, but that you’ve followed best practices in doing so? Join this webinar to hear a discussion of not only the risks, but also the opportunities for your fiduciaries and employees.
- published: 12 Oct 2016
- views: 55
4:01
What Is An Investment Fiduciary?
Join Alex A. Tapia, AIF® in an explanation of what exactly an Investment Fiduciary is and what a true Accredited Investment Fiduciary can do for you.
Join Alex A. Tapia, AIF® in an explanation of what exactly an Investment Fiduciary is and what a true Accredited Investment Fiduciary can do for you.
https://wn.com/What_Is_An_Investment_Fiduciary
Join Alex A. Tapia, AIF® in an explanation of what exactly an Investment Fiduciary is and what a true Accredited Investment Fiduciary can do for you.
- published: 17 Nov 2020
- views: 306