WrapManager's Wealth Management Blog
When life changes, we can help you thoughtfully respond.

Valerie De Vol

IACCP®, Chief Operating Officer

Recent Posts

3 Reasons You Need A Fiduciary

Posted by Valerie De Vol | IACCP®, Chief Operating Officer

February 28, 2017

In the realm of investment advice, all it takes is seeing the definition of “fiduciary standard” to understand why it’s so important:

Fiduciary - “a Financial Advisor held to a ‘Fiduciary Standard’ occupies a position of special trust and confidence when working with a client. As a Fiduciary, the financial advisor is required to act with undivided loyalty to the client. This includes disclosure of how a financial advisor is to be compensated and any corresponding conflicts of interest." 

Put simply, abiding by the Fiduciary Standard means putting your clients’ interests first. Most investors might read the above definition and think, wasn’t this the rule the entire time? It should be that simple, right? Not necessarily.

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Financial Advisor Services Hiring a Financial Advisor Fiduciary

Your 2016 IRA Checklist: 4 Actions to Take Before Year-End

December 13, 2016
With less than a month left in the year, time is running out to make adjustments to your IRAs that count towards this tax year. Here is a ... [+] Read More

The Beneficiary Designation that Many Investors Forget

November 9, 2016
In a recent post, we reminded investors of the importance of naming and reviewing beneficiaries – especially as the holidays approach. The ... [+] Read More

Don’t Neglect Naming Beneficiaries

October 5, 2016
The end of the year is fast approaching, which means the holiday season and family-time are also near. Life tends to get busy and time ... [+] Read More

As A New President Rises, Will the Markets Follow?

August 16, 2016
The U.S. presidential election has capitalized the news media, social media, and pop culture for nearly a year now, and we still have ... [+] Read More

Doctors Have the Hippocratic Oath - What About Financial Advisors?

August 7, 2014
The Hippocratic oath for doctors dates back 2,500 years, and it is credited to Hippocrates, the father of modern medicine. As far back as ... [+] Read More

Protect Your Nest Egg: 4 Financial Scams to Watch Out For

July 26, 2014
According to a recent MetLife survey, $2.6 billion is lost each year to financial scams aimed at seniors and retirees.1 Being aware of the ... [+] Read More

SEC Unveils the Aberrational Performance Inquiry for Hedge Funds

December 23, 2011
A recent compliance alert from ACA Compliance Group describes the SEC's initiative to combat fraud in hedge funds, known as the ... [+] Read More

BlackRock's Third Quarter Investment Directions

June 30, 2011
Money manager BlackRock is out with their third quarter investment directions and asset allocation overview. Bob Doll, Chief Equity ... [+] Read More

Weird Science and the Concept of Value - Tradewinds Global Investors

June 2, 2011
In his latest must read commentary, Chief Investment Officer David Iben at money manager Tradewinds discusses the concept of money and its ... [+] Read More