CFP Fiduciary Advisor Wander

The difference between advice and a sales pitch Many people assume that anyone calling themselves a financial advisor is legally required to put their client's interests first. That assumption is wrong. The financial services industry includes brokers, insurance agents, and advisors who operate under a suitability standard. They only have to recommend products that are "suitable" for you, not necessarily the best or most cost-effective options. This gap between what client