When someone is acting under fiduciary duty, it means they are putting the client’s best interests ahead of their own, specifically where investments and retirement planning are concerned. This relationship requires trust and communication between the two parties, and the fiduciary rule was originally introduced to help protect the interest of the client instead of the interest of the brokers and advisers. In today’s post, we will discuss the fiduciary rule and its history to give you a better understanding of how it applies to you.
As you near the age of retirement, your investments and your savings are most likely at the forefront of your mind. Instead of stressing about how you’re going to make a living, the team at Brokerage Specialists is here to help you create a plan. When you work with our team, you can rest assured that we have your best interest in mind, and we will work hard to help you create a plan that allows you to enjoy your retirement in peace. If you have any questions or you would like to get started, reach out to our team at Brokerage Specialists in Grand Island today!