Advisor Spotlight – Dave Mertz - Show 28-3

Tuesday, May 1, 2012 4,048 views

Mark and Tom further discuss the role of a fiduciary with IFA Advisor Dave Mertz. Dave shares how a fiduciary is always on the same side of the table as the client – always on the same team. They discuss how fiduciaries put the investor's interests ahead of their own and offer independent, conflict-free advice. See Show 28-1Show 28-2Show 28-3. Show 26 is also related to this content: see Show 26-1Show 26-2Show 26-3.  Also see this article for more information about the fiduciaries.

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