Tag Archives: fiduciary advice
Casey Smith Writes Article for the Atlanta Journal-Constitution
Casey Smith and Kyle Waller wrote an article about the differences between Brokers and Financial Advisors. Wiser Wealth Management is held to a fiduciary standard, meaning we are required to act in our clients’ best interest. Brokers are not held to the same standard. See Fiduciary AJC Article for more.…
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Tagged Atlanta Journal Constitution, Broker Fiduciary, Casey Smith, fiduciary advice
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The Cruel World of Financial Advice
You expect that your banker or broker will always do what is in your best interest. Can they? It’s a mixed up world when your financial advisor is your salesman. Continue reading
Casey Smith quoted in Berry Magazine
Casey was quoted in the latest Berry Magazine published by Berry College for friends and Alumni of the school. Casey’s quote came from a phone interview about gifting assets to the school through wills and trusts. The article did not touch on Casey’s main point, which is that any advice on …
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Tagged Berry College, Casey Smith, fiduciary advice, Gifting to schools
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