Tag: Suitability Standards

You Ask, We Answer: Are We Fiduciaries? (Ep.22)

You Ask, We Answer: Are We Fiduciaries? (Ep.22)

What is a fiduciary and does Whittenburg Wealth Partners follow the fiduciary standard? Austyn Whittenburg has the answer.

In this episode, Austyn Whittenburg discusses one of the most common questions he’s starting to receive from his prospective clients, “are we fiduciaries?” He explains what a fiduciary is, differentiates between the fiduciary standard and suitability standard, and shares how to find out if a financial professional is a fiduciary.

Austyn discusses:

  • What a fiduciary is
  • Who is held to a fiduciary standard
  • The difference between the fiduciary standard and suitability standards
  • How the fiduciary standard applies to his practice
  • The easiest way to know if a financial professional is a fiduciary
  • And more

Resources

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