When cetera, for instance, the broker dealer opened a $1000 minimum account. They adapt. I want to be clear, many financial advisors are working in the best interests of their clients. In fact, One third of the advisors, including more than 1500 from my state of Connecticut, voluntarily certify as a fiduciary through the Certified Financial Planners Board. Many fiduciaries are also educators, helping their clients to learn about their savings, their investments, and why certain decisions make the most sense. (02:20–02:33)
CLAIM
Asserts that one-third of advisors, including over 1500 from Connecticut, voluntarily certify as fiduciaries through the Certified Financial Planners Board.
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