fiduciary standard Archives - Horizon Wealth Advisors

Why A Fiduciary Advisor?

July 30, 2020July 30, 2020 by Larry Maddox, CFP®, CPA

As most of you know, Horizon Wealth Advisors is a fee-only, fiduciary advisor in Houston, so I am “talking my book” as they say. I think that whether you choose a fiduciary advisor or not, it is important to understand the meaning of the term “fiduciary” and what responsibilities a … Read more »

Fiduciary = Clients. First. Always.

July 24, 2019July 24, 2019 by Larry Maddox, CFP®, CPA

New SEC Best Interests Rule Is a Lower Standard There are a wide variety of people who serve investors by helping them with their investments. There are large and small firms who either serve as a broker/dealer or as a registered investment advisor (“RIA”). One of the major distinctions between … Read more »

Fiduciary vs Suitability – Does your advisor put your needs first?

October 31, 2018January 23, 2017 by Horizon Wealth Advisors

As we’ve mentioned in a previous note, the Department of Labor (DOL) released new rules last year requiring all financial advisors to follow a “fiduciary standard” when offering investment advice related to retirement accounts. Investors continue to be confused about the responsibilities that their advisor may have while guiding them in their … Read more »

New Fiduciary Standard for Retirement Plan Advice

October 31, 2018April 6, 2016 by Horizon Wealth Advisors

The big news out of Washington D.C. this week is that the Department of Labor (DOL) has released a new rule that will require all financial advisors to follow a fiduciary standard when offering investment advice to individual investors for their retirement accounts. This new rule is designed to provide … Read more »