The Fiduciary Rule Goes Live at Long Last
Tony D’Amico, CFP®, CEO of Fidato Wealth in Strongsville, OH is quoted in “The Fiduciary Rule Goes Live at Long Last” in Barron’s. Tony cautions that investors still have to be careful, even when working with fiduciaries; simply complying with the standard doesn’t make someone a good advisor. “Even among registered investment advisors, there is
On Becoming an Elite Advisor: Insights from Tony D’Amico of Fidato Wealth
In this profile, Tony D’Amico, CFP®, CEO of Fidato Wealth is interviewed by Marie Swift, a nationally-recognized consultant who’s worked with some of the top financial advisory firms nationwide for nearly twenty years on his insights on becoming an elite advisor.
Out Of Boredom Or A Need For Cash, Retirees Want To Go Back To Work
CEO Tony D’Amico is quoted in this article by Lawrence Carrel at Investor’s Business Daily on retiring early, Out Of Boredom Or A Need For Cash, Retirees Want To Go Back To Work. D’Amico says, “The key is starting the process in advance of retirement to identity what kind of job they want, then network
Insurance Demystified: Answers to Top 10 Insurance FAQs
When you’re on the fence about whether to get life insurance, consider who would be impacted financially if you were to pass away, suggests Tony D’Amico, a certified financial planner and CEO of The Fidato Group in Strongsville, OH in an article by Rebecca Lake, Insurance Demystified: Answers to Top 10 Insurance FAQs. “If you
How to Revamp Your Retirement Strategy When Changing Jobs
Tony D’Amico, CFP®, CEO of The Fidato Group in Strongsville, OH is quoted in “How to Revamp Your Retirement Strategy When Changing Jobs,” an article by Rebecca Lake in U.S. News & World Report. D’Amico advises investors not to skimp on due diligence and to be cautious of funds with high expenses and investments that
5 Ways the Smart Investor Outwits the 24-Hour Media Blitz
Tony D’Amico, CFP® of Fidato Wealth in Strongsville, OH was quoted in this article by Lou Carlozo titled, 5 Ways the Smart Investor Outwits the 24-Hour Media Blitz. D’Amico says to limit your news sources to those that provide factual or evidence-based news with multiple perspectives and intellectual honesty.
Join the Fidato Group and Adopt-a-Family for Christmas This Year
For the third year in a row, The Fidato Group announced its participation in the “Adopt-a-Family for Christmas” program and is teaming up with clients and friends to help collect gifts to provide a local family with an extraordinary holiday season. However, there will be more families seeking help for the holiday program than the
The Fidato Group Exceeds Industry Benchmarks for Growth and Client Retention
Tony D’Amico, CFP®, CEO and Lead Advisor of The Fidato Group in Strongsville, OH, is recognized for his efforts in “The Fidato Group Exceeds Industry Benchmarks for Growth and Client Retention.” The Fidato Group LLC, an independent financial advisory firm in northeast Ohio, has exceeded industry benchmarks in both growth in Assets Under Management and
Real Estate Adds Diversification, but How Should you Invest?
Tony D’Amico is quoted on real estate investing in this article, “Real estate adds diversification, but how should you invest?” by Ilana Polyak of CNBC.com.
Technology, Business Growth and DOL: New Insights from Industry Insightfuls
Tony D’Amico, CFP®, CEO and Lead Advisor of Fidato Wealth was one of three “industry insightfuls” interviewed by Marie Swift for her podcast, Best Practices in the Financial Services Industry Podcast. Marie Swift writes, “These three subject matter experts spent some time conversing with me about the challenges and opportunities they see in the financial
