Investor Education Center
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ACI has bui
The two most important questions investors need to ask:
1. What is a fiduciary?
2. How can I tell if my financial adviser puts my best interests first?
Tony Robbins answers Question #1. Give him the full 2 minutes. Your eyes are about to be opened. ACI is part of the 1.6%. This will make sense shortly.
2. There are two ways to do this: (video coming) 1. go to www.morningstar.com and put the ticker symbol for every fund in your account in one at a time. Look under expenses. If you see a “Load” expense, that’s a commission your adviser got paid to put you in that investment. It’s almost guaranteed there are better places for your money. It is guaranteed your adviser isn’t a fiduciary. The 2nd way to do this is go to www.brokercheck.org. Put in your advisers name. Then click on “Exams passed.” If you see any exam passed other than the Series 65 that person is dual registered, which means they may claim they are fiduciaries, but they are using a regulatory loophole to get commissions. Commissions = conflict of interest. Not a fiduciary, whatever they may say. Play the Tony Robbins video above if you haven’t. Not a fiduciary = bad.
If it takes you to the SEC site, same thing goes. Look up the licences/exams passed. ANYTHING but or in addition to a Series 65 means you are dealing with a salesperson, not a fiduciary.