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Market Comment & Why the Best Advisors Use the F-Word

David Burd, CFP®, Managing Director, and Phillip Deerwester, Chief Compliance Officer and Portfolio Analyst, discuss recent markets and some of the most important characteristics of the best financial advisors in this 17-minute webinar.

02:25  market review

03:39  F is for fiduciary

04:16  fiduciaries vs. broker-dealers

05:16  Registered Investment Advisors (RIAs)

06:44  duty of care & loyalty

07:34  overseers differ in scope & requirements

09:11  TGS is fiduciary

12:29  Certified Financial Planner® (CFP®)

14:48  CFP® as general practitioner

13:40  the ADV form

14:45  TGS is fee-only

16:12  if you’re interviewing financial advisors…

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