Podknife - Episode 43: Do contractual lifetime income solutions fit within a fiduciary advisory framework? by Retire With Style

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Episode 43: Do contractual lifetime income solutions fit within a fiduciary advisory framework?

Podcast |: Retire With Style
Publisher |: Wade Pfau & Alex Murguia
Media Type |: audio
Podknife tags |: Investing,; Personal Finance,; Retirement
Categories Via RSS |: Business,; Education,; How To,; Investing
Publication Date |: Dec 06, 2022
Episode Duration |: 00:49:53

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?"

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