Mercurio Wealth Advisors Selected for "Who to Know in Wealth Management"
Summary
It’s hard to believe that a Congressional study has to be done in order to determine if putting your clients’ best interest first is really necessary.” Alan was referring to the recent article in The Wall Street Journal.The article explains that, currently, financial advisers registered with the U.S. Securities and Exchange Commission are required to always act in the best interest of their clients a standard called a fiduciary duty.While talking with him, he reached across and put his hand on mine, similar to how my dad did one time earlier in my life, and told me, ‘You know you’re going to have to take care of her.’ I’ll never forget that moment.It’s hard to believe that a Congressional study has to be done in order to determine if putting your clients’ best interest first is really necessary.”Alan was referring to the recent article in The Wall Street Journal.While talking with him, he reached across and put his hand on mine, similar to how my dad did one time earlier in my life, and told me, ‘You know you’re going to have to take care of her.’ I’ll never forget that moment.