Email Contact Us

Access Leading Tax Experts And Technology
In Our Global Digital Marketplace

Please Type Topic Into Search Bar

What is a fiduciary or fiduciary relationship?

Fiduciary Fiduciary Relationship
TaxConnections Members... Answer This Question Want To be One of Our Tax Experts? Register Here

Tax Professional Answers

User Photo
Edward Mahaffy, MBA, CFP, ChFC
A fiduciary is a person or organization that owes to another the duties of good faith, trust, confidence, and candor. This special relationship of trust established by law is similar to the relationship one has with an attorney or doctor. When an advisor acts in a fiduciary capacity, that advisor is legally obligated to maintain an allegiance of confidentiality, trust, loyalty, disclosure, obedience and accounting to his or her clients. All NAPFA members must sign and abide by the NAPFA Fiduciary Oath. Source: NAPFA

Request A Copy of "How To Select A Financial Advisor" at

www.clientfirstwm.com/download-my-book
Leave a Comment 185 weeks ago

 

View/Select our Current List of Tax Topics

# A B C D E F G H I J K L M N O P Q R S T U V W X Y Z

Previous PageNext Page

Contact Us Today