Vance Barse, AIF®
Wealth Strategist


Vance’s Blog

Vance in InvestmentNews: RIA Makes Fiduciary Duty its Calling Card

AGW Capital Advisors doubles down on its fiduciary responsibility as a business development strategy

That’s the sub heading of the InvestmentNews article. An excerpt:

"While hiring an outside auditor isn't required from a fiduciary standpoint, doing so demonstrates to current and potential clients that a firm takes itself very seriously," Mr. Barse added. "Madoff, Rothstein, Stanford and others are still front of mind for many investors, so I think it's great when firms go the extra mile to demonstrate value that is separate and distinct from the dollar-sign-related decisions they are making on behalf of their clients."

See RIA makes fiduciary duty its calling card in InvestmentNews.