Fisher Investments Launches Fiduciary.com
On May 19, 2025, Fisher Investments, one of the leading independent, fee-only investment advisors worldwide, unveiled a powerful new resource:
Fiduciary.com. This platform is designed to help investors navigate the complex world of wealth management and understand the significance of fiduciaries in the financial industry.
Understanding Fiduciaries
Fiduciary.com serves as an educational hub that demystifies fiduciary responsibilities. It outlines the core principles of what fiduciaries are, what they are not, and why they matter. The importance of fiduciaries can often be overshadowed by advertising and marketing tactics used by various financial service providers. The website aims to clear up any misconceptions by providing straightforward definitions and insights into industry standards of care.
The platform breaks down key investor considerations:
- - The Roles of Different Investment Professionals: It explains the distinctions between various financial roles, such as investment advisers, insurance agents, and broker-dealers, and what sets investment advisers apart.
- - Choosing the Right Wealth Manager: Providing users with practical tips on how to select the right wealth manager, Fiduciary.com emphasizes the need for careful evaluation of firm structure, fees, values, and regulatory compliance.
Educational Resources
Besides simply explaining fiduciary duties, the site offers a wealth of resources aimed at enhancing investor knowledge and confidence. Topics include:
- - Types of Fiduciaries: A breakdown of the different types of fiduciaries operating within the wealth management sector.
- - Comparison of Care Standards: Insights into the varying degrees of responsibility that different financial professionals must adhere to.
- - Guidance for Hiring a Wealth Manager: Checklists and essential questions to ask potential advisers to ensure alignment with investors' personal financial goals.
CEO Damian Ornani emphasizes the mission of Fiduciary.com: _“Our goal is to empower investors with the knowledge and confidence to make informed financial decisions. We understand that choosing a wealth manager is one of the most crucial decisions investors can make.”_
A Commitment to Investor Education
Fisher Investments has a long-standing reputation for transparency and education, with CEO Damian Ornani stating that, through Fiduciary.com, they hope to provide investors with credible information that can guide them through the wealth management landscape. This initiative aligns with Fisher Investments' broader mission to foster trust and openness between financial advisors and their clients.
As fiduciary responsibility becomes increasingly vital in a landscape where investors are inundated with choices, providing accessible, straightforward information is paramount. This new platform is a critical step towards making informed hiring decisions within the often-murky waters of wealth management.
About Fisher Investments
Founded in 1979, Fisher Investments manages over $295 billion in assets through three principal business divisions: Institutional clients, US Private Clients, and International Private clients. The firm prides itself on being a fee-only investment adviser, emphasizing its commitment to serving its clients' interests without the influence of commissions. Notably, founder Ken Fisher has maintained a prominent voice in finance, having authored several bestselling books and columns for leading financial publications worldwide.
For further information and to explore the wealth of resources, visit
Fiduciary.com.