“A State of Heart” Featuring Tim Maurer
For some, fiduciary is just a headline. For us, “It’s who we are.”
The word fiduciary has been in the news a lot of late, from Wall Street to Washington, but it’s a word that has always been part of our daily dialogue. Advisors who act as fiduciaries, as we do, are legally required to put the interest of their clients before everything else. As Tim Maurer says in this BAM ALLIANCE foundational film, “Fiduciary — to me, to us — is really about a state of heart, a state of mind. It’s the way we operate. It’s who we are. It’s the only way we know how to do things.”
By clicking on
any of the links above, you acknowledge that they are solely for your
convenience, and do not necessarily imply any affiliations, sponsorships,
endorsements or representations whatsoever by us regarding third-party Web
sites. We are not responsible for the content, availability or privacy policies
of these sites, and shall not be responsible or liable for any information,
opinions, advice, products or services available on or through them.
The opinions expressed by
featured authors are their own and may not accurately reflect those of the BAM
ALLIANCE. This article is for general information only and is not intended to
serve as specific financial, accounting or tax advice.
© 2017, The BAM ALLIANCE