Serving Clients’ Best Interests

What factors can affect which products or services advisors offer to their clients? Our wealth management experts Michael Finke, PhD, CFP® and David Blanchett, PhD, MSFS, CFA, CLU®, ChFC®, CFP® take a look at things that can affect these important business and ethical decisions in our Wealth, Managed Podcast. They discuss fiduciary standards, ethics, and how adivosrs can responsibly offer product alternatives without compromising their bottom line.