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Michael McNiven: How to Choose a Financial Advisor

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At MoneyShow SF, Michael McNiven shares how to choose advisors. What is the fiduciary standard and why should anybody care? It says I have an obligation to the client to do what's in their best interest. We have those who are broker-dealers and we have those who are SEC-registered advisors. When people come in, they are looking for trust and competence. Regardless of Trump, the industry is going fiduciary in the future. It's a matter of when.


Michael McNiven Sarasota John Dobosz Forbes high net worth fiduciary strandard Cumberland Advisors MoneyShow San Francisco suitability standard broker-dealer SEC-registered financial advisor conflict of interest self-dealing corrupt stock brokers wealthy investors SEC Trump
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