In the first article of this three-part series on investing we discussed the potential pitfalls of going it alone; current evidence suggests that most physician investors will benefit from working with a professional. In the second article, we outlined the leading options for professional advice.

In this third installment of the series, we will focus on the type of professional duty a financial advisor has to a client – and why that is so important to understand when deciding who to trust with one’s hard-earned savings.