Published on The Center for Due Diligence (http://www.thecfdd.com)
Fiduciary Advisors & Wealth Management Conflicts

Fiduciary Advisors & Wealth Management Conflicts
06/20/2008

Given the potential fiduciary conflict that could result in a prohibited transaction, fiduciary advisors would be wise to pursue higher fee wealth management and other cross-selling business opportunities with a conservative approach.

Download: Insights06-21-08.doc [1]  (81k)

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Source URL: http://www.thecfdd.com/node/461

Links:
[1] http://www.thecfdd.com/files/insights/Insights06-21-08.doc