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Accredited Investment Fiduciary (AIF) Certified Financial Planner (CFP) ... Even without their fiduciary responsibility, accredited individuals are generally seen as having dedication to their ...
Puplava is a Certified Financial Planner, Certified Tax Specialist, Certified Income Specialist, Certified Estate and Trust Specialist, Certified Fund Specialist, Certified Annuity Specialist, Accredited Investment Fiduciary, Certified Social Security Specialist, Financial Planning & Wealth Management Professional, Series 7, Series 24, and ...
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 ...
Frank Armstrong III (born June 8, 1944) is an author, a Certified Financial Planner, Chartered Life Underwriter, Accredited Investment Fiduciary Analyst (AIFA) [1] founder and CEO of Investor Solutions, Inc., [2] a National Association of Personal Financial Advisors (NAPFA) registered investment advisor [3] and one of Paladin Registry's [4] Five-Star rated advisors [5]
To make matters more confusing, "anyone can call themselves a fiduciary," says Blaine Aikin, executive chairman and fiduciary expert at Fi360, a fiduciary education and training company.
A fiduciary is bound by law or oath to put their client’s interests ahead of their own, meaning those who engage a fiduciary should be able to fully trust them.