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The DOL fiduciary rule will forever change financial advice by Liz Skinner Mon, Aug 22, 2016 The Labor Department's fiduciary rule is aimed at stopping the $17 billion a year the government claims investors waste in exorbitant fees. The idea is that the regulation will stop advisers from putting their own interests in earning high commission... Read More

7 Questions to Ask a Financial Advisor about the Fiduciary Standard (as seen on NerdWallet) Wed, Aug 03, 2016 https://www.nerdwallet.com/blog/investing/7-questions-ask-financial-advisor-fiduciary-standard/ The Department of Labor recently finalized a rule that requires all retirement advisors to operate under a fiduciary standard, meaning the advisors mus... Read More

How does a lottery winner find an advisor she can trust? By Liz Weston Mon, Jul 18, 2016 People with lots of cash can use help making the most of their money and dealing with all those who want to part them from it. (Jon Elswick / Associated Press) By Liz Weston Read More

CFA Institute - Realize Your Rights Mon, Jun 27, 2016 Using the Statement of Investor Rights to Find the Right Financial Professional The Statement of Investor Rights is a tool to help investors clarify what to expect from a financial professional. The questions inside correspond to each of the inv... Read More

The Devil in the Details Thu, May 19, 2016 “Advisor” or “Consultant” titles are often used to imply educated objectivity. But before you follow any “financial advice”, take a close look at the bottom of the “advisor’s” business card for some legally-required fine print disclosure referencing ... Read More

Investment Advisors - New Guidelines Help Consumers Choose Wisely Wed, May 18, 2016 Shopping for financial guidance can be confusing, and very painful if you make the wrong choice. It’s already hard enough to know who to trust, and with over 68,000 “financial experts” vying for your hard earned money, the real difference between the... Read More

Wealth Management - Board of Standards Eliminates the Gray Area Between Fee-Only and Others Tue, May 17, 2016 More stringent standards for your financial advisor can mean an increased peace of mind for you. The Board of Standards for Certified Financial Planners met last weekend and settled on a few key improvements to the CFP criteria. These updates make it... Read More

Wake Up America Mon, May 16, 2016 How do advisors serve the best interest of their client while handcuffed to a platform of products that serve the best interest of their employer? Read More

Guidelines for Best Fiduciary Practices Set by Institute Sun, May 15, 2016 As Chris Cannon, CIO at FirsTrust, and member of the Best Practices Board for the Institute for the Fiduciary Standard, pointed out during the conference call, the line between sales and advice may have become particularily muddled over the last deca... Read More

Investors are 'confused and harmed' By Jill Schlesinger Sat, May 14, 2016 Pity the poor consumer of financial services.  According to the Financial Planning Coalition, a collaboration of the Certified Financial Planner Board of Standards ("CFP Board"), the Financial Planning Association (FPA), and the National Associa... Read More

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