Glossary · Billing and revenue

Conflict of interest

A conflict of interest exists where an advisor's interest could reasonably be expected to influence advice given to a client.

Conflicts are not prohibited. They must be eliminated or fully and fairly disclosed in a way a client can actually use to make a decision.

Questions this did not answer? Ask them directly — that is what the twenty minutes is for.

Schedule a call to see for yourself Call 888-GET-UXWP