News & Resources

Firm News

M. Todd Smith featured in article “2018 Wealth Management Tips from Todd Smith”

AZ Business Magazine

Below is an excerpt:

Advice for 2018:

“After nearly a decade of back and forth between the financial industry and consumer advocates, earlier this year, the Department of Labor rolled out the first phase of the so-called fiduciary rule, which requires financial advisors to act in your best interests. My advice would be to take advantage of the environment that is being created by new fiduciary regulations regarding the transparency of management fees. Ask questions about how your wealth managers are getting paid, and expect to get answers explained in a way that you understand.”