The existence of a fiduciary duty does not prevent the rise of potential conflicts of interest. & 9 Things To Know (Before You Fail Again) & 9 Things To Know (Before You Default Again)Introduction to CPA Study Materials & Supplements1. There are no guarantees that working with an adviser will yield positive returns. Working with an adviser may come with potential downsides such as payment of fees (which will reduce returns). All investing involves risk, including loss of principal. This is not an offer to buy or sell any security or interest. I own a home in a very desireable location. ![]() An amazing relationship with my fincee who is supportive and loving, money from an inheritence that basically means I barely need to work. In fact, I pretty much have everything I would ever need. I would consider myself generally quite a happy person. We do not manage client funds or hold custody of assets, we help users connect with relevant financial advisors. Studying for the CPA makes me a miserable person. SmartAsset does not review the ongoing performance of any RIA/IAR, participate in the management of any user’s account by an RIA/IAR or provide advice regarding specific investments. SmartAsset’s services are limited to referring users to third party registered investment advisers and/or investment adviser representatives (“RIA/IARs”) that have elected to participate in our matching platform based on information gathered from users through our online questionnaire. ![]() Securities and Exchange Commission as an investment adviser. SmartAsset Advisors, LLC ("SmartAsset"), a wholly owned subsidiary of Financial Insight Technology, is registered with the U.S.
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