The 2008 financial crisis transformed the financial advisory industry from an era of hidden fees and conflicts of interest to a transparent, regulated profession. New fiduciary standards and public access to advisor credentials have helped rebuild investor trust. Visit https://www.goldstonefinancialgroup.com to learn more.
Goldstone Financial Group City: Oakbrook Terrace Address: 18W140 Butterfield Road Website: https://www.goldstonefinancialgroup.com/ Phone: +1 630 620 9300 Email: contactus@goldstonefg.comTag Cloud
The Rise Of The Trusted Financial Advisor:
Goldstone CEO's Insights On Transparency
Regulatory changes post-2008 reshaped the financial
advisory landscape, emphasizing fiduciary standards,
transparency, accountability, and investor protection.
The Dodd-Frank Act elevated
advisors' legal obligation to act
in clients' best interests, ending
conflicts of interest and
promoting trust.
Documentation standards improved, moving from verbal agreements to written
disclosures, outlining fees and potential conflicts clearly to establish client expectations.
Technology revolutionized transparency, providing
clients real-time access to portfolio insights and
fostering better communication between advisors
and clients for enhanced trust.
Professional standards surged after the crisis, with
strict licensing, education requirements & ethical
codes raising the bar and letting clients check advisor
backgrounds easily.
Anthony Pellegrino and his team at Goldstone Financial Group operate under the post-2008
transparency standards that now define professional financial advisory services.
https://www.goldstonefinancialgroup.com/
Learn more about their credentials and client services at
https://www.goldstonefinancialgroup.com
Goldstone CEO's Insights On Transparency
Regulatory changes post-2008 reshaped the financial
advisory landscape, emphasizing fiduciary standards,
transparency, accountability, and investor protection.
The Dodd-Frank Act elevated
advisors' legal obligation to act
in clients' best interests, ending
conflicts of interest and
promoting trust.
Documentation standards improved, moving from verbal agreements to written
disclosures, outlining fees and potential conflicts clearly to establish client expectations.
Technology revolutionized transparency, providing
clients real-time access to portfolio insights and
fostering better communication between advisors
and clients for enhanced trust.
Professional standards surged after the crisis, with
strict licensing, education requirements & ethical
codes raising the bar and letting clients check advisor
backgrounds easily.
Anthony Pellegrino and his team at Goldstone Financial Group operate under the post-2008
transparency standards that now define professional financial advisory services.
https://www.goldstonefinancialgroup.com/
Learn more about their credentials and client services at
https://www.goldstonefinancialgroup.com