Professional PlannerAugust 26, 20118.57am
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‘No Shield or First Guardians’ in managed accounts
Scrutiny of managed accounts is unwarranted given their track record which is yet to see a collapse like Shield and First Guardian or Dixon Advisory, according to a pair of proponents of the vehicle, which has layers of fiduciary responsibility preventing a similar type of failure.
Chris DastoorApril 7, 2026




