Carlson Capital Management operates under the fiduciary standard, which means we provide advice that is in the best interest of our clients. And, as an independent Registered Investment Advisor (RIA), we are not beholden to any third party and have no hidden incentives to recommend one product or solution over another. We often describe this concept using the metaphor that we are in a supermarket--with access to the entire store, and can pick and choose the solutions (products) that best fit ... [Continue Reading]
Articles and resources related to Fiduciary Standard.
Many of you have been hearing or reading in the news the discussion on what is referred to as the “Fiduciary Rule.” A version of the Fiduciary Rule was originally proposed in 2010 by the Department of Labor (DOL), then quickly withdrawn amid great protest in the financial industry. Essentially, the concept is and was to overhaul ERISA (Employee Retirement Income Security Act)—originally enacted in 1974 to regulate the quality of financial advice surrounding retirement. In 2015, President Obama ... [Continue Reading]