SEC Slams Almost All Robo-Advisors With Deficiency Letters
Thu, Nov 11, 2021
As the number of robo-advisors explodes, the Securities and Exchange Commission has honed its examinations on interactive digital investment advisors, including those that offer discretionary advice, uncovering a wide swath of deficiencies at almost ... Read More
Can I Deduct My IRA On My Tax Return?
Thu, Feb 25, 2021
Is a contribution to an individual retirement account (IRA) tax-deductible? For many of us, the short answer is: You bet! That’s what IRAs are for. However, there are rules and limits. Read More
By By Amy Fontinelle at Investopedia
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
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:
Certified financial planner fiduciaries.
Registered investment advisor fiduciaries.
Retir... Read More