FINRA - 44 pages of conflicts of interest that your Broker has

Source: WSJ

I am an RIA for a reason.  I don't sell insurance for a reason - to avoid these conflicts of interest.

My Relevant Reading List To Help My Clients

6 Ways Money Really Can Buy Happiness (Kitces)

Setting Priorities Rather Than Laundry Lists (Kitces)

Beyond the Fiduciary Standard (Ferri)