Questions tagged [fiduciary]

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Elena Elena Sun Oct 06 2024 | 6 answers 1185

What qualifies someone as a fiduciary?

Can you please clarify what exactly qualifies an individual or entity to be considered a fiduciary in the realm of cryptocurrency and finance? Are there specific qualifications, such as licensing or certifications, that must be met? Additionally, how does the fiduciary duty differ in this space compared to traditional finance, and what steps can investors take to ensure their chosen fiduciary is acting in their best interests?

What qualifies someone as a fiduciary?
CosmicWave CosmicWave Sat Sep 28 2024 | 5 answers 663

How to check if someone is a fiduciary?

If you're wondering how to check if someone is a fiduciary, there are a few key steps you can take. Firstly, ask the individual if they hold themselves out as a fiduciary, as this is a good starting point. Secondly, research their background and qualifications to ensure they have the necessary expertise and training to act as a fiduciary. Additionally, check if they are registered with any relevant regulatory bodies, as this can provide an added layer of assurance. Finally, consider asking for references from past clients or partners to get a sense of their reputation and track record. By taking these steps, you can help ensure that you're working with a reputable and trustworthy fiduciary.

How to check if someone is a fiduciary?

|Topics at Cryptocurrency Q&A

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