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Why Transparency Matters in a Fiduciary Relationship

Why Transparency Matters in a Fiduciary Relationship

Hey, everyone thanks for joining. Today, I will be speaking with our chief compliance officer, Joe Mcquaid, about transparency. It’s a very simple topic with a wide-ranging impact on your actual financial planning goals. The thought for the day is understanding what transparency is. Moreover, it’s the ability to see everything that you own in

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