Vance Barse, CPWA®, AIF®, Wealth Strategist & Founder of Your Dedicated Fiduciary®, outlines why he transitioned from his former career of consulting financial advisors to becoming one: to fill in the planning gaps that he often saw. Want more key insights into...
Vance Barse, CPWA®, AIF®, Wealth Strategist & Founder of Your Dedicated Fiduciary®, outlines how to fill in the planning gaps that many investors don’t know exist in their estate. Want more key insights into what the public should know about financial...
Vance Barse, CPWA®, AIF®, Wealth Strategist & Founder of Your Dedicated Fiduciary®, introduces the value proposition of true fiduciary financial planning. A fiduciary is morally, ethically, and legally required to do what is in the best interest of the client....
Vance Barse, CPWA®, AIF®, Wealth Strategist & Founder of Your Dedicated Fiduciary®, broaches the hot-button issue of fees during the Wealth Management EDGE conference. Want more key insights into what you should know about financial advisor fees? Request your free...
Vance Barse, CPWA®, AIF®, Wealth Strategist & Founder of Your Dedicated Fiduciary®, moderated the “Lessons from Wealth Makers” session during the inaugural Exchange conference. D. Vance Barse is an investment adviser representative with and offers...
Vance Barse, CPWA®, AIF®, Wealth Strategist & Founder of Your Dedicated Fiduciary®, lectured during the Wealth Management EDGE conference on how his firm uses exchange-traded funds (“ETFs”) to lower investment costs and provide more tax-efficient...
