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Financial matters: Put your own interests first and choose adviser wisely

https://www.floridatoday.com/story/news/2020/02/13/put-your-own-interests-first-and-choose-financial-adviser-wisely/4735552002/

Financial matters: Put your own interests first and choose adviser wisely

If you want to have some fun with your financial “adviser," ask them to sign a document like this:


Putting Our Clients' Interests First

We believe in placing our clients' best interests first. Therefore, all employees of ___________ are proud to commit to the following five fiduciary principles:

1. We will always put our clients' best interests first.

2. We will always act with the prudence, skill, care, diligence, and good judgment of a professional.

3. We will not mislead clients, and we will provide conspicuous, full and fair disclosure of all important facts.
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