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Episode 43: Do contractual lifetime income solutions fit within a fiduciary advisory framework?
Episode 43: Do contractual lifetime income solutions fit within a fiduciary advisory framework?
ratings:
Length:
50 minutes
Released:
Dec 6, 2022
Format:
Podcast episode
Description
In this episode, we welcome John Faustino, Head of Fi360 a Broadridge Company to discuss the following:
His decision to join the RISA® Professional Advisory Board
Can contractual income fit an advisor’s toolbox and still consider him or herself a fiduciary?
Does the financial service industry view the fiduciary approach as a marketing pitch, or do they actually want to do good by the individual investor?
Links:
Retirement Income Master Class for Advisors Registration Page: https://risaprofile.com/masterclass
Retirement Income Consortium:
https://www.broadridge.com/resource/asset-management/retirement-income-consortium
This episode is sponsored by McLean Asset Management. Visit https://www.mcleanam.com/roth/ to download McLean's free eBook, "Is a Roth Conversion Right For You?"
His decision to join the RISA® Professional Advisory Board
Can contractual income fit an advisor’s toolbox and still consider him or herself a fiduciary?
Does the financial service industry view the fiduciary approach as a marketing pitch, or do they actually want to do good by the individual investor?
Links:
Retirement Income Master Class for Advisors Registration Page: https://risaprofile.com/masterclass
Retirement Income Consortium:
https://www.broadridge.com/resource/asset-management/retirement-income-consortium
This episode is sponsored by McLean Asset Management. Visit https://www.mcleanam.com/roth/ to download McLean's free eBook, "Is a Roth Conversion Right For You?"
Released:
Dec 6, 2022
Format:
Podcast episode
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