Ronsense: Just Because It’s Legal Doesn’t Mean It’s Right: Disclosures

Posted on September 28, 2018

In this #Ronsense, Ron shares how one of our partner advisors won a relationship after learning the client was working with a broker, who was not a fiduciary, and they were paying a significant markup on bonds. He reminds us “just because it’s legal doesn’t mean it’s right.” Hear more about this and disclosures.