Matters
Registered Investment Advisors (RIAs) are registered with the Securities or Exchange Commission (SEC) or state securities administrators. RIAs have fiduciary obligations to their clients, which means they have a fundamental duty to always and only provide investment advice that is in the best interests of their clients. Only a small percentage of Financial Advisors, like Boston Standard, are RIA-only in registration.
| Type of Professional | Fiduciary? |
| Physician | Yes |
| Attorney | Yes |
| Registered Investment Advisor | Yes |
| Insurance Agent | Perhaps |
| Registered Representative | Perhaps |
| CFP® Practitioner | Perhaps |
| Financial Planner | Perhaps |
| Stock Broker | Perhaps |