This episode explains the key difference between a fiduciary financial advisor (IAR/RIA) and a financial representative (registered rep), the legal standards they follow, and how those differences can affect your wallet and long-term plan.
It also covers practical steps to tell who you’re working with — registrations, standards of care, compensation models, and disclosures — and when a fee-only fiduciary or a commission-based rep might be the right fit.
Popular Podcasts
Stuff You Should Know
If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.
Dateline NBC
Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations. Follow now to get the latest episodes of Dateline NBC completely free, or subscribe to Dateline Premium for ad-free listening and exclusive bonus content: DatelinePremium.com
The Breakfast Club
The World's Most Dangerous Morning Show, The Breakfast Club, With DJ Envy, Jess Hilarious, And Charlamagne Tha God!