Fiduciary As Compliant vs. Exemplary

Soon everyone will be a fiduciary… and yet, they won’t. There is a huge difference between a fiduciary subject to complex rules and disclosures, and a fiduciary following principles and best practices.


Regulators and the CFP Board don't understand the differences between the two types of fiduciaries, which is why they're going to cause more harm than good.


#fiduciary #trone #3ethos #behavioralgovernance #leadership #L5