Navigating Conflicts of Interest in the Financial Services Industry

The Empowered Investor · Jun 17, 2021 · 28m

The drive to provide conflict-free advice is at the core of our firm and as we continue with part two of the next generation financial advisor.

As an investor, it’s important to learn how to identify and avoid conflicts of interest that may arise in the financial services industry. Its critical because conflicted and biased advice will have a negative impact on your planning/investment outcome and overall client experience.

In this episode, Marcelo and Keith talk about what conflicts of interest look like in the financial services world. They share their recommendations on how best to select…