Hello - Looking for a quick commentary on a recent NYT article (link below)
The article is basically pitting brokers vs. fiduciaries (us). It is a perfect talking point for our discussions with clients. We would to have a post on our site that we can direct clients to.
looking for a brief post that highlights the key points of article, reemphasize that our firm acts as a fiduciary and explain the difference in a simple way. (i.e. Butcher vs. Nutritionist analogy mentioned in article). Finally remind clients that we try to go above and beyond to be transparent about fees and encourage fee discussions and questions.
we do a weekly recap on markets that we send out to all clients every saturday. We would like to link this post as well in that email blast.
You can get a sense of our existing content and layout by visiting our resource hub on website - [url removed, login to view]
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Ty you for considering our project