Which Hat Is Your Advisor Wearing?
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Full transcript
Your advisor's disclosure says they work in different capacities. What does that mean? One person, three hats, each a little different. As an investment adviser, you pay them a fee, and they owe you a fiduciary duty. As a broker or insurance agent, though, the product pays them a commission instead. Some mutual funds keep paying a small slice every single year you continue to own them. The hat can change mid-meeting, and no bell rings. That's not automatically bad. But you should know. So every single time money moves, ask yourself: which hat are you wearing right now, and how are you being paid for it? See which hats an advisor can wear, plus the questions to ask, at AdviserReport.com.
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