Original Air Date: December 04th, 2013
Fiduciary Investing & Trusts
Category: Estate Planning
Laurie Siebert, CPA, CFP, AEP welcomes guest Benjamin M. Tenaglia, III, Vice President and Portfolio Manager at Valley National Financial Advisors will discuss what it means to be a fiduciary and fiduciary investing in a trust environment.
What is a fiduciary?
A person to whom property or power is entrusted for the benefit of another.
Who has a fiduciary responsibility?
Examples of roles that may have a fiduciary responsibility to their clients include:
Trust officers
Trustees
Powers of Attorney
Executors
Certified Financial PlannerTM (CFP®)
Certified Public Accountant (CPA)
Portfolio Managers in a trust environment
Investment Managers
