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Choosing a financial adviser: How you pay is critical as seen in NewsDay
Choosing a financial adviser: How you pay is critical as seen in NewsDay Tue, Nov 20, 2018 It’s no small matter entrusting someone to manage your investments. Scrutinize the person almost as much as someone you marry. There are several considerations, but how you pay the adviser is critical. Here’s why. Financial advisers can be pai... Read More

How dealing with a fee-only advisor is good for the client (as seen in ecnomics times) Wed, May 30, 2018 Remember that a person selling a product can never be a true advisor, as their interest lies in selling their product and meeting their targets. So, who should someone seeking advice turn to? The best bet for the investor would be a fee-only adviso... Read More

Five Ways To Avoid Financial Adviser Fraud by John Wasik Tue, May 29, 2018 “Investors must insist their advisers put in writing they will do certain things that the best advisers today already do," said Knut Rostad, executive director of the Institute. "The Investor Bill of Rights will help them.” You're entitled to be t... Read More

How to pick a fee-only financial planner when family's finances suddenly increase? by Liz Weston Tue, May 22, 2018 "................A true fee-only financial planner accepts compensation only from clients. You'll want one who has an appropriate credential such as certified financial planner (CFP). The planner should be willing to be a fiduciary and put that in wr... Read More

Yikes! Clients still don’t trust their advisors, CFA Institute finds (as seen in financialplanning.com)
Yikes! Clients still don’t trust their advisors, CFA Institute finds (as seen in financialplanning.com) Mon, Apr 09, 2018 In an industry where members often talk of acting as fiduciary in the best interest of their clients, most investors still believe that their advisors fail to fully disclose conflicts of interest and the fees they charge a new survey by the CFA Insti... Read More

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