Quote:
Originally Posted by Stu from NYC
We have gone to several when it was a good restaurant we wanted to try and for free why not.
I tune out when they pitch annuities or new super duper life insurance policies. At our age life insurance is not necessary.
Recently went to one and the guy never did say what was in his background that qualified him to handle other peoples financial portfolios.
He was nice enough to tell me he is a fiduciary. So I said ok but did not answer my question. His next answer is he took a couple of online courses and uses a computer program.
And people never ask these questions but sign up with them anyway.
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They’re all fiduciaries by SEC and FINRA regulatories. Lacking candor and ethics in the top three is Lawyers Real estate and investment advisors.