Blog | CB Investment Management

Banks Or Fiduciaries? John Oliver, Warren, Prins, Black

John Oliver explains the key importance of the Fiduciary standard.

Elizabeth Warren shreds the CEO of Wells Fargo “You should resign…You should be criminally investigated”

Nomi Prins explains how bank legislation been going since the 2008 collapse and before

Bill Black explains your chances of legal recourse against banks

What are the chances that your bank stands up to the Fiduciary standard?

Before you get financial advice do you ask your advisor whether they are legally exposed to uphold the fiduciary standard?

Why wouldn’t you?

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John Oliver explains the key importance of the Fiduciary standard.

 

Elizabeth Warren shreds the CEO of Wells Fargo “You should resign…You should be criminally investigated”

 

 

 

Nomi Prins explains how has bank legislation been going since the 2008 collapse and before

 

Bill Black explains your chances of legal recourse against banks

 

What are the chances that your bank stands up to the Fiduciary standard?

Before you get financial advice do you ask your advisor whether they are legally exposed to uphold the fiduciary standard?

Why wouldn’t you?

 

Best Practice is a matter of your Best Interest.


Education and a Commitment to Informed Consent is an Obligation.

Chris Belchamber is an IRMAA Certified Planner

Medicare’s IRMAA impacts every retirement plan. Learning how to mitigate it is available via IRMAA Certified Planners designation.

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