A Fiduciary Safe Harbor Definition

Don Trone wrote on how to define a 'safe harbor' under fiduciary rules.

Twenty-five years ago, when I first started writing and speaking about fiduciary responsibility, the vast majority of financial advisors were not familiar with the term, and those who were believed they were not subject to a fiduciary standard. Even the largest institutional investment consulting firms and family offices were not acknowledging fiduciary responsibility.


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#dontrone #fiduciary

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