"The train has already left the station," Pagnato continues, "and clients are seeking fiduciary advisers who act in their best interest. To remain competitive, advisers will need to transition their practices into a fiduciary-based model."
FinancialPlanning hosted the educational webinar, titled "Best Fiduciary Practices for Advisers", on March 14, 2017. Andrew Welsch, Senior Editor of On Wall Street, was the Moderator and Paul Pagnato co-hosted with Pamela Sandy, CEO & Founder of Confiance, LLC. Paul shared his knowledge and advice with a targeted audience of advisers who are interested in embracing legal fiduciary obligations in their practices. The webinar can be viewed on demand here.
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Founded by Paul A. Pagnato, a Barron's Top 100 Financial Advisor and Forbes Top Wealth Advisor, and David W. Karp, PagnatoKarp is an independent registered investment advisor (RIA) specializing in ultra-high-net-worth individuals, families and entrepreneurs, and represents over $3 billion in assets under advisement. PagnatoKarp provides fee-only financial planning services including tax, investment, private banking, trading, legal, estate, philanthropy, family, and concierge services. The Transparent Family Wealth Advisors also serve high-net-worth investors through the TrueFiduciary™ business unit. Learn more at www.pagnatokarp.com.
The Barron's ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms and the quality of the advisors' practices. The scoring system assigns a top score of 100 and rates the rest by comparing them with the winner. Rankings may not be representative of any one client's experience but reflect the criteria used by the publication issuing the ranking and is not indicative of future performance.
Media Contact: Jessica Cultra
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