Managing personal finance is a journey, and just like any journey, it can be beneficial to have a trusted guide. A fiduciary financial advisor facilitates this role by providing expertise and dedication aligned with your needs and objectives. Today, we’re covering what distinguishes a fiduciary financial advisor from non-fiduciaries and how to find the right […]
Understanding the role and responsibilities of a fiduciary and their importance. A fiduciary is someone who manages assets on behalf of an individual, family, or company and is required to act in their best interest. Examples of fiduciary professions include financial advisors, board members, attorneys, and trust officers. When named a fiduciary, by law you […]
The specific mission of your nonprofit and how you go about that mission is unique to your organization. Similarly, while it might seem like there is a best practice for how all nonprofits should manage their investable assets, the truth is there is no single approach that works best.