Inevitable Wealth
Welcome to Inevitable Wealth from Liberty One Wealth Advisors, a conversation around your financial decision-making and events around the globe.
Liberty One Wealth Advisors is registered as an investment adviser with the Securities and Exchange Commission (SEC). Any opinions expressed are derived from sources generally believed to be reliable and is provided for informational purposes only. It does not constitute any form of advice or recommendation to buy or sell any securities, adopt any investment strategy discussed or invest in any specific product. Nothing contained in this video constitutes investment, legal, tax or other advice and is not to be relied on in making an investment or other decision. Please contact your financial advisor if you have any questions.
Inevitable Wealth
Ep. 4 - "Are You a Fiduciary?"
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Tune into Episode 4 of Inevitable Wealth hosted by Jacky Petit-Homme & Guilian DiLeonardo.
In this episode, we delve into frequently asked questions for advisors and shed light on the disparity between the lower suitability standard adhered to by many institutions and the higher fiduciary standard upheld by RIAs like Liberty One Wealth.
"Are you a fiduciary?"
