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2. Your Financial Advisor Should Be a Sworn Fiduciary - AOL

   www.aol.com/finance/financial-advisor-sworn...

   Simply put, a fiduciary is a person who is legally required to act in your best interest with your money. Given the compensation structure of most in the financial advisory field, this simple but ...

3. 6 Best Wealth Management Firms for 2024 - AOL

   www.aol.com/finance/6-best-wealth-management...

   Firm. Fees. Account Minimums. Morgan Stanley. As low as $0. As low as $0. JPMorgan Chase. As low as $0. As low as $0. UBS. 0.70% to 5% of the principal amount, plus a fixed fee; depending on the ...

4. Hightower Advisors - Wikipedia

   en.wikipedia.org/wiki/Hightower_Advisors

   Hightower was co-founded in 2007 by Elliot Weissbluth, Larry Koehler, Daniel Lidawer and Drew Kornreich. The firm was founded for broker-dealer advisors who wanted to move to an independent firm that still received the support of a big firm but without the negative press and conflicts of interest of needing to recommend products that their employer required them to sell.

5. Registered investment adviser - Wikipedia

   en.wikipedia.org/wiki/Registered_investment_adviser

   An IA must adhere to a fiduciary standard of care laid out in the US Investment Advisers Act of 1940.This standard requires IAs to act and serve a client's best interests with the intent to eliminate, or at least to expose, all potential conflicts of interest which might incline an investment adviser—consciously or unconsciously—to render advice which was not in the best interest of the IA ...

6. Whittier Trust Company - Wikipedia

   en.wikipedia.org/wiki/Whittier_Trust_Company

   Whittier Trust Company is an American independent wealth management and investment firm. A multi-family office, it stems from the family office founded by the children of Max Whittier . [ 1 ] Whittier co-founded and developed Beverly Hills in the early 1900s, and co-founded Belridge Oil in 1911.

7. Fiduciary vs. Financial Advisor: What’s the Difference? - AOL

   www.aol.com/finance/fiduciary-vs-financial...

   Fiduciary and financial advisor are related terms, but they are not synonymous. Some fiduciaries are financial advisors, but the term also includes individuals who do not work in finance.