BAM Intelligence

Communicating the Value of the Fiduciary Standard

Manisha Thakor, Director of Wealth Strategies for Women, 9/29/2015

Communicating the value of a fiduciary can be a powerful tool for helping women become financially empowered and engaged. Manisha Thakor on the structural differences between the “suitability” and “fiduciary” standards.

Find it on WealthManagement.com

By clicking on any of the links above, you acknowledge that they are solely for your convenience, and do not necessarily imply any affiliations, sponsorships, endorsements or representations whatsoever by us regarding third-party Web sites. We are not responsible for the content, availability or privacy policies of these sites, and shall not be responsible or liable for any information, opinions, advice, products or services available on or through them.

The opinions expressed by featured authors are their own and may not accurately reflect those of the BAM ALLIANCE. This article is for general information only and is not intended to serve as specific financial, accounting or tax advice.

© 2015, The BAM ALLIANCE

Share Button
Manisha Thakor, Director of Wealth Strategies for Women

As the Director of Wealth Strategies for Women at Buckingham and the BAM ALLIANCE, Manisha is an ardent advocate of financial literacy for women. She is passionate about providing the financial wisdom that women and families need to redefine their relationship with money, helping them create lives aligned with their values and goals through a program of integrated, holistic financial life planning and evidence-based investment management.

Latest BAM Intelligence

Dot Your I’s and Cross Your T’s: Navigating the Complexities of Public Service Student Loan Forgiveness

The Foundational Aspects of Planning Your Legacy

What’s First with Your Next Dollar: Investing or Paying Off Debt

Industry Events

No events scheduled at this time.

Get in touch

Find or become an independent
BAM ALLIANCE advisor.