Home / Fiduciary Investing & Trusts
Fiduciary Investing & Trusts
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

Jul13
2022 Half-Year Review

2022 Half-Year Review

Category: Markets & Investments

Laurie is joined by Valley National Financial Advisors’ Chief Investment Officer, Bill Henderson, to...

Listen