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Department of Labor’s Fiduciary Rule - What investors need to know

Submitted by Durbin Bennett on September 26th, 2016

You have probably read about the U.S. Department of Labor’s (DOL)¹ new fiduciary rule that will impact financial advisors and their clients.

In Search of the Right Financial Advisor

Submitted by Durbin Bennett on December 14th, 2015

The challenge for most people today is finding the right financial advisor. The sheer number of financial professionals holding themselves out as “financial advisors,” makes it a daunting task at best. It is easier if you know what to look for, but that requires an acute sense of what exactly you want from an advisory relationship.

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At Durbin Bennett Private Wealth Management we work as your personal financial planner and financial advisor offering you a wide range of services and products such as wealth management, retirement planning, investment management and asset and risk management. We serve clients from Austin and San Marcos as well as the surrounding communities.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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