Category: Financial Planning

What Is a Fiduciary? The term “fiduciary” is derived from the Latin word for “faith” and refers to the ethics and practicality of trust in the context of advisory relationships. In the financial world, fiduciaries are legally and ethically obligated to act in their clients’ best interests. Understanding what a fiduciary is—and what it isn’t—is

Finance Advisor Job Description A finance advisor, also known as a financial advisor, is a professional who provides clients with financial guidance and makes recommendations on a variety of financial matters. From investments and insurance to pensions and estate planning, these professionals work intimately with clients to help meet their financial goals. This article delves