Why is working with a fiduciary important?

Within the financial advisor industry there are two standards of client care. The most common is the “suitability” standard, which requires that advisors’ recommendations only needs to be “suitable” to clients’ needs

At Family Dynasty Advisors, we adhere to the far more rigorous “fiduciary standard.” As fiduciaries, we are always required to act in our clients’ best interests. Our advice must be free of any conflict-of-interest and should a potential conflict arise, we must notify clients immediately and fully explain the conflict.

Newsletter