全球經濟顧問的投資入門課(附英文原稿)9. The Financial Advisor’s Role
7min2021 JAN 13
詳細信息
9. The Financial Advisor’s Role episode, Michael reveals that 97% of the population use financial advisors who are not legally obligated to be transparent. The other 3% use a fiduciary advisor, who is, he explains why it's important to make sure you're one of the 3%. So there are two schools of thought on a financial advisor, and I'm going to preface this to explain to the audience those two different verticals, because it's important that you understand that as an educated consumer, there is the broker dealer advisor, and there is the fiduciary independent advisor percentage-wise of the population. [00:00:53] 3% of the population is that's the judiciary advisor, who is that independent advisor who has an obligation to sit on the same side of the table as the client at all times has a legal obligation to disclose clearly how they're compensated at all times. The other component, which is the 97% of the population. [00:01:18] Does not have the legal obligation to differentiate...