Retire With Style

Episode 43: Do contractual lifetime income solutions fit within a fiduciary advisory framework?

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In this episode, we welcome John Faustino, Head of Fi360 a Broadridge Company to discuss the following:

  • His decision to join the RISA® Professional Advisory Board
  • Can contractual income fit an advisor’s toolbox and still consider him or herself a fiduciary?
  • Does the financial service industry view the fiduciary approach as a marketing pitch, or do they actually want to do good by the individual investor?

    • Links:

    Retirement Income Master Class for Advisors Registration Page: https://risaprofile.com/masterclass

    Retirement Income Consortium:

    https://www.broadridge.com/resource/asset-management/retirement-income-consortium

     

    This episode is sponsored by McLean Asset Management. Visit https://www.mcleanam.com/roth/ to download McLean's free eBook, "Is a Roth Conversion Right For You?"

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    Retire With StyleBy Wade Pfau & Alex Murguia
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