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The one-page pledge that forces your financial adviser to put you first (opens original article in a new tab)

TL;DR

Most investors ignore a legal rule requiring financial advisers to prioritize their interests, contributing to a rise in fraud. The one-page pledge aims to ensure advisers act in clients' best interest.

  • Most investors ignore a legal rule that requires financial advisers to prioritize their interests
  • This ignored rule is contributing to a significant increase in fraud cases
  • The one-page pledge is intended to ensure financial advisers act in the client's best interest

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