I always live by the rule of “The Client Comes First.” But, sometimes I feel that my bosses are pushing in the opposite direction. What do I do when I feel a product or solution that is not ...

Most advisers and brokers agree that all professionals giving financial advice should be required to put the client's best interests first at all times — the traditional fiduciary standard — according ...

Every company likes to believe it puts clients first. But there’s often a wide gap between intention and reality. The reality is, to be client-first is to live and breathe the goals that matter most ...