#fee-only Tag Page 3

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Fee-based vs. fee-only financial planners Tue, Jan 26, 2021 Although “fee-based” and “fee-only” financial planners sound similar, they both have different fee structures and different obligations to investors. Here’s what you need to know about fee-based vs fee-only financial planners. Read More

By Bea Bishoff

What Does a Democratic-Controlled Congress Mean for Financial Planning? Here’s What to Expect Tue, Jan 19, 2021 ........It also means heightened enforcement around conflicts of interests through the SEC’s Regulation Best Interest rule that went into effect last year to restrict unsavory practices by brokers and making sure they put clients’ interests ahead of ... Read More

By Reshma Kapadia in Barron's

The Types of Fiduciary Financial Advisors Thu, Dec 17, 2020 Here we talk about the requirements to call yourself a fiduciary and the different types of fiduciary financial advisors, including: Fee-only fiduciaries. Certified financial planner fiduciaries. Registered investment advisor fiduciaries. Retir... Read More

By U.S. News and World Report

OPINION - ADVISOR INSIGHT Op-ed: Investors need to know exactly what being a ‘fiduciary’ advisor means Tue, Nov 03, 2020 Investors need to ask a financial advisor if they work as a fiduciary at all times. Also, ask your advisors to sign a “Fiduciary Oath” drafted by the Committee For The Fiduciary Standard to make sure that they meet the five core fiduciary principles. Read More

By Stacey Francis as seen at CNBC.com

6 Pros and Cons of Choosing a Fee-Only Financial Advisor as seen in US News and World Report Wed, Sep 30, 2020 Fee-only financial planners come with certain advantages and disadvantages that investors should consider. Read More

By Rebecca Lake

What is a Fiduciary Financial Advisor? Wed, Sep 02, 2020 A fiduciary is defined by the legal and ethical requirement to put your best interest before their own. Read More

By U.S. News and World Report

The Truth About Financial Advisors’ Services And Fees Tue, Sep 01, 2020 So, you have decided you want to leave the DIY behind and get some help with your money. That is until you start searching and find that you need a degree in finance just to understand the different types of services and fees. Save yourself some t... Read More

By as seen in Forbes

2020 VOLUNTEER OF THE YEAR AWARD WINNERS Tue, Aug 25, 2020 As a former president and long-time board member, Chris Cannon has a deep history with CFA Society Orlando. He has also served on the CFA Institute US Advocacy Advisory Council and the CFA Institute Annual Conference Committee. Most recently, he serv... Read More

By CFA Institute

How To Choose A Financial Advisor as seen in Forbes Fri, Aug 14, 2020 .......Do you need help managing your money? If you’re like many Americans, you might need a hand. According to the National Financial Education Council, a lack of personal finance knowledge costs the average American $1,200 a year. Read More

By Jason Schmidt

Do I Need A Financial Advisor Or Should I Do It Myself? Here’s When It’s Worth Getting A Financial Advisor. Thu, Aug 13, 2020 .......many investors who would benefit from working with a wealth advisor don't seek professional advice or mistakenly think they don't need it. Here are a few signs that you may need a financial advisor. Read More

By as seen in Forbes

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