While many investors understandably assume that all who offer investment advice are required to uphold the fiduciary standard, many in the financial services industry are instead subject to the less stringent “suitability” standard. A recent $54 million judgement brings to light a stark example of the conflicts that may
Archives for June 2011
Over the years, Truepoint has hosted a number of events for our clients, but nothing gender-specific. As nearly half of Truepoint's employees and clients are women, we decided to host our first ladies luncheon on May 11th at Kenwood Country Club. Internally, our ladies-only group began to discuss ideas for topics
Truepoint Wealth Counsel is a fee-only Registered Investment Adviser (RIA). Registration as an adviser does not connote a specific level of skill or training. More detail, including forms ADV Part 2A & 2B filed with the SEC, can be found at TruepointWealth.com. Neither the information, nor any opinion expressed, is to be construed as personalized investment, tax or legal advice.