- MEDIUM
- Business
- Tier 1
- Hard News
Five Questions Every Dentist Should Ask Their Financial Advisor
- Source
- Dentistry Today
- Author
- Dentistry Today
- Originally at
- dentistrytoday.com(opens in a new tab)
Summary and scoring by The Bell Brief (Dr. Jennifer Bell) using the Drill-Down Protocol. Not the original publisher.
Why it matters for dental
Practice owners and associates can protect retirement savings by vetting financial advisors on credentials, fees, and performance reporting instead of relying on referrals.
Key points
- 01
Financial Industry Regulatory Authority filed 625 new disciplinary cases and collected $99.6 million in fines and disgorgement for 2025, a 31.7 percent increase from the prior year.
- 02
Investment advisers follow a federal fiduciary standard under Section 206 of the Advisers Act; broker-dealers follow Regulation Best Interest, which does not require acting in the client’s best interest.
- 03
U.S. Department of Labor illustrates that a 1 percent difference in annual fees over 35 years can reduce a $25,000 balance growing at 7 percent from $227,000 to $163,000 at retirement.
- 04
Article recommends quarterly account reviews and consolidated planning software to track performance against benchmarks for retirement plans.
Who should care
- Owner
- Associate
Read the original
Dentistry Today
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