When it comes to investment recommendations, the
Registered Investment Advisors (which we at WH
Cornerstone are) to a higher standard than
brokers. An advisor is required to act as a client's
fiduciary, while a broker's advice may be viewed as
merely incidental to his or her role as agent
for a client. With brokerage firms increasingly pushing
their brokers to grow their fee-based business in
recent years, the lines separating advisors from
brokers have blurred. That said, nothing has changed
the fact that as part of a registered investment
advisor's fiduciary duty, we must always act in
their clients' best interests. We here at WH
Cornerstone take our fiduciary duty very seriously.
Talk to us about it.Time to Share. Create a Buzz.
On Tuesday, June 12, 2007, a
group of active women investors and business academics are gathering for a
one-day conference at Babson
College called Power Investing: a Women's Roundtable. You are invited into their network to learn
about the power of women investors! The day is organized around portfolio
management, angel investing, and hedge fund investing.
A series of
speakers and panels will demystify the buzz words associated with cutting-edge
investing and provide candid insights in roundtable discussions. Learn how you
can be an empowered woman investor driving personal returns and influencing
economic trends. Meet successful women angels, investors, and experts who can
help you put your money to work.