Note sull'episodio
Welcome to the 9Innings Podcast where we Educate, Empower and Engage.
In this episode of the "9innings Podcast," host Kevin Thompson, converses with Chuck Failla CFPÂŽ, founder of Sovereign Financial Group and host of the GoRIA Podcast. They delve into the fiduciary standard in the financial advisory industry, addressing the challenges posed by "planners in name only" (PINOs) and the distinctions between broker-dealers and independent registered investment advisors (RIAs). The discussion highlights the importance of fiduciary responsibility, the value of RIAs, educating clients, and the need for title protection and simplification within the industry.
Debate on Fiduciary Standard (00:01:30)
Consumer Awareness in Financial Advice (00:05:28)
Discussion on Planners in Name Only (PINOs) (00:05:55)
Social Media and Fi ...Â