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Bright answers to your fiduciary questions

Welcome financial advisors.

Fiduciary is a moving target, a discipline of great skill that requires ongoing study as regulations change. We've gathered the industry's leading lights to create this website and ensure it offers the brightest insights and the latest perspectives. Fiduciary Luminary provides education to help advisors stay current on fiduciary best practices, tools to help them master the complexities of practicing as fiduciaries, guidelines on procedures and Bright Ideas Client Guides for client conversations.

You'll find those insights and perspectives in three different resources.

Program Components

Q&A Database

Answers to common, important fiduciary questions that advisors ask every day in the course of their practices.

Go to the Q&A Home

Fiduciary Primer Videos

Short, smart, essential introductions to the most critical fiduciary issues.

Go to the Videos

Bright Ideas Client Guides

What to say, do and document when talking with clients, these guides help advisors follow fiduciary guidelines and run more effective and profitable practices.

Learn More About the Guides

Fiduciary Educational Videos