Delegate Advisors Publishes "Fiduciary Reality Check"

What does it mean to be a "fiduciary"? With all the marketing noise and media attention, the word has taken on new meaning when it comes to wealth management for families. In this paper, Delegate Advisors Managing Partner Andy Hart explains what the Fiduciary Standard means for families and what you need to be aware of when seeking a financial advisor. In addition, the paper includes a questionnaire to help determine if your advisor is acting as a fiduciary on your behalf. Ask your advisor to put their answers in writing – if he or she is not able or allowed to answer these questions, perhaps it’s time to look for a different candidate in whom to place your trust.

>>Read the full paper here.