Keep retirement savings safe by using a third-party custodian

Don’t be so quick to simply accept advice a financial adviser offers to keep retirement savings safe — that’s the takeaway from multiple red flags since the 2008-09 economic crisis. First, there’s an important difference between advice that’s “suitable,” called the suitability standard, and what’s best for an adviser’s client, called the fiduciary standard. As … Continue reading Keep retirement savings safe by using a third-party custodian