Broker Check

Wealth Management's Conflicted Question…

May 19, 2021

What is fiduciary advice?

The Financial Planner Profession is one of relationship building,  first and foremost. To serve and deeply care about the client and their family is our top priority. 

Our congrats to Tobias Salinger and the team at Financial Planning for allowing our very own Rick Scheeler to tell his story, about wealth management industry conflicts of interest, which earned a Best in Business prize at #SABEWMay2021 (Society of American Business Editors and Writers) conference.

"After 15 years affiliated with Northwestern Mutual, financial advisor Rick Scheeler left the firm this past summer. Nearly a dozen issues had piled up, he says, and they all pointed to one thing: The firm’s policies jeopardized his fiduciary responsibility to his clients."

Continue reading the article here: Wealth Management's Conflicted Question