9 Questions to Ask Financial Advisors Before Hiring One
“Are you a fiduciary 100% of the time? A common response from a dually registered agent might be a sidestep answer, such as ‘When I am managing your investments, yes, I am always a fiduciary.’
But it doesn’t address the fact that there are still aspects to their advice and what they do where they may not be a fiduciary, such as selling you an investment product in the first place or perhaps an insurance policy.”