Decision Technologies Corporation’s Post

Do you know the difference between an investment advisor and a stockbroker? An investment advisor is, by law, a “fiduciary.” This means that he or she is subject to a statutory duty to act in his or her clients’ best interests.   A stockbroker, in contrast, is under no such legal duty. All that is required of them is that what they sell be "suitable” for the buyer who, in the rules governing the sales activity of stockbrokers, is referred to as a “customer,” not a “client.” It’s an important difference to understand https://lnkd.in/gbp-_-p7 #wealthtech #financialindependence #fintech #mutualfunds #401k #retirementplanning #ira #individualretirementaccount #etfs #rita #dtc #prorrt #rita

Do you know the difference between an investment advisor and a stockbroker? An investment advisor is, by law, a “fiduciary.” This means that he or she is subject to a statutory duty to act in his or her clients’ best interests.   A stockbroker, in contrast, is under no such legal duty. All that is required of them is that what they sell be "suitable” for the buyer who, in the rules governing the sales activity of stockbrokers, is referred to as a “customer,” not a “client.” It’s an important difference to understand https://lnkd.in/gbp-_-p7 #wealthtech #financialindependence #fintech #mutualfunds #401k #retirementplanning #ira #individualretirementaccount #etfs #rita #dtc #prorrt #rita

Do you know the difference between an investment advisor and a stockbroker? An investment advisor is, by law, a “fiduciary.” This means that he or she is subject to a statutory duty to act in his or her clients’ best interests.   A stockbroker, in contrast, is under no such legal duty. All that is required of them is that what they sell be "suitable” for the buyer who, in the rules governing the sales activity of stockbrokers, is referred to as a “customer,” not a “client.” It’s an important difference to understand https://lnkd.in/gbp-_-p7 #wealthtech #financialindependence #fintech #mutualfunds #401k #retirementplanning #ira #individualretirementaccount #etfs #rita #dtc #prorrt #rita

Do you know the difference between an investment advisor and a stockbroker? An investment advisor is, by law, a “fiduciary.” This means that he or she is subject to a statutory duty to act in his or her clients’ best interests.   A stockbroker, in contrast, is under no such legal duty. All that is required of them is that what they sell be "suitable” for the buyer who, in the rules governing the sales activity of stockbrokers, is referred to as a “customer,” not a “client.” It’s an important difference to understand https://lnkd.in/gbp-_-p7 #wealthtech #financialindependence #fintech #mutualfunds #401k #retirementplanning #ira #individualretirementaccount #etfs #rita #dtc #prorrt #rita

Do you know the difference between an investment advisor and a stockbroker? An investment advisor is, by law, a “fiduciary.” This means that he or she is subject to a statutory duty to act in his or her clients’ best interests.   A stockbroker, in contrast, is under no such legal duty. All that is required of them is that what they sell be "suitable” for the buyer who, in the rules governing the sales activity of stockbrokers, is referred to as a “customer,” not a “client.” It’s an important difference to understand https://lnkd.in/gbp-_-p7 #wealthtech #financialindependence #fintech #mutualfunds #401k #retirementplanning #ira #individualretirementaccount #etfs #rita #dtc #prorrt #rita

Do you know the difference between an investment advisor and a stockbroker? An investment advisor is, by law, a “fiduciary.” This means that he or she is subject to a statutory duty to act in his or her clients’ best interests.   A stockbroker, in contrast, is under no such legal duty. All that is required of them is that what they sell be "suitable” for the buyer who, in the rules governing the sales activity of stockbrokers, is referred to as a “customer,” not a “client.” It’s an important difference to understand https://lnkd.in/gbp-_-p7 #wealthtech #financialindependence #fintech #mutualfunds #401k #retirementplanning #ira #individualretirementaccount #etfs #rita #dtc #prorrt #rita

Do you know the difference between an investment advisor and a stockbroker? An investment advisor is, by law, a “fiduciary.” This means that he or she is subject to a statutory duty to act in his or her clients’ best interests.   A stockbroker, in contrast, is under no such legal duty. All that is required of them is that what they sell be "suitable” for the buyer who, in the rules governing the sales activity of stockbrokers, is referred to as a “customer,” not a “client.” It’s an important difference to understand https://lnkd.in/gbp-_-p7 #wealthtech #financialindependence #fintech #mutualfunds #401k #retirementplanning #ira #individualretirementaccount #etfs #rita #dtc #prorrt #rita

There could be NO difference between “AI” and a human Investment Advisor Investors are left to blindly trust either recommendation without any way to verify their benefits. For Individual Investors, the experience could be virtually identical https://lnkd.in/g4NkJsvk #wealthtech #financialindependence #fintech #mutualfunds #401k #retirementplanning #ira #individualretirementaccount #etfs #rita #dtc #prorrt #rita

There could be NO difference between “AI” and a human Investment Advisor Investors are left to blindly trust either recommendation without any way to verify their benefits. For Individual Investors, the experience could be virtually identical https://lnkd.in/g4NkJsvk #wealthtech #financialindependence #fintech #mutualfunds #401k #retirementplanning #ira #individualretirementaccount #etfs #rita #dtc #prorrt #rita

There could be NO difference between “AI” and a human Investment Advisor Investors are left to blindly trust either recommendation without any way to verify their benefits. For Individual Investors, the experience could be virtually identical https://lnkd.in/g4NkJsvk #wealthtech #financialindependence #fintech #mutualfunds #401k #retirementplanning #ira #individualretirementaccount #etfs #rita #dtc #prorrt #rita