Private Wealth Management Group
(800) 585-9888

Five Ways To Avoid Financial Adviser Fraud by John Wasik

Tue, May 29, 2018 at 1:50PM

........."Investors must insist their advisors put in writing they will do certain things that the be3st advisoer today already do," said Knut Rostad, executive director of the Institute.  "The Investor Bill of Rights will help them."

You're entitled to be treated fairly, even though most advisors aren't bound by tough laws that punish them if they abuse your trust. ..............

 

Read Full Article


Bookmark & Share



Popular tags on this blog

aarp | Bernanke | CFA | credit freeze | Daytona beach | Economy 2020 | Equifax | Federal Reserve | fee-only fee only napfa fiduciary firstrust daytona orlando atlanta | fee only financial investment advisor fiduciary | fiduciary | fiduciary find a financial advisor though questions to ask your financial advisor | file taxes | investment advisor financial planner | IRS | Off the cliff | Stimulus | stock crash | Tax changes | Tax Cuts |