GAAP Episode 006 - What Exactly is a Fiduciary?

GAAP Episode 006 - What Exactly is a Fiduciary?

07/5/2022

You've heard the term before, and know it's vaguely financial in nature, but... what exactly is a fiduciary? This week, we talk with Kevin Dement from our wealth management partner, Avantax. We'll discuss fiduciary responsibilities, what it means to be a fiduciary, and how you should select a fiduciary. Listen to learn more!

0:00 Introduction

1:50 What is a Fiduciary?

3:58 Fiduciary Disclosures

5:17 How do Fiduciaries get Paid?

7:48 How to Choose a Fiduciary

10:24 Fiduciary Credentials

13:00 Why Choose a Fiduciary?

To learn more about Avantax and the services they offer, visit https://www.avantax.com/

DON'T LIKE NUMBERS? WE DO.

At Casey Peterson, LTD, we understand not everyone loves the complexities of accounting like we do. That's what sets us apart from the rest. Our CPAs, accountants, and financial advisors truly love numbers, solving problems, and creating business and financial strategies for our clients.

We’re looking for clients who believe in good customer service — clients who want CPAs, accountants, and financial advisors who are big-picture thinkers and ethical problem solvers. We’re looking for relationships, not transactions.

If you want the same, we should talk.

Contact Us