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Shades of Gray In The Advisor World Sat, May 14, 2016 By Cyril Tuohy as it appeared in insurnacenewsnet.com Read More

The S.E.C. Should Copy the D.M.V. - NYTimes.com Fri, May 13, 2016 THE S.E.C. and other federal regulators have levied over $125 billion in penalties on Wall Street since the global financial crisis of 2008. Yet few believe that these fines are enough to change behavior. For the largest financial institutions, a mul... Read More

Pay for investment advice or get if for "free"? by Clark Howard Thu, May 12, 2016 Are you willing to pay for investment advice? Or do you prefer "free advice" from commissioned salespeople? If free is for you, I want you to know that is probably the most expensive "free advice" you'll ever get. Read More

I Spy on My Financial Advisor by Jack Waymire Wed, May 11, 2016 Very few investors conduct meaningful reseach when they select a financial advisor. They let the advisor turn selection into a sales process that is controlled by advisors who want to sell them financial advice, services, and products. Read More

7 key questions dentists should ask when hiring a financial advisor by Reese Harper Tue, May 10, 2016 I recommend dentists work with a fee-based or fee-only advisor. The best advice comes from independent advisors who are not employed by a company that has a product-sales focus. In other words, work with John - a fee-only financial planner (flat fe... Read More

Consumer Watchdog: Forty Fort retiree stunned by CCO Investment Services hefty Transamerica variable annuity fees Mon, May 09, 2016 "...paid by the client for the advice they give. Fee-only advisers do not receive commissions by selling financial products, such as annuities. So if you have chunk of cash to invest, take it to someone who serves only one master - you. Find a fe... Read More

Institute Proposes Best Practices for Advisers and Brokers Seeking to Meet True Fiduciary Standard Sun, May 08, 2016 Product Sellers or Advice Givers? Best Practices Put this Question First Christopher W. Cannon, CFA, of FirsTrust, among the board members Read More

What Wall Street Does Not Want You to Know About Financial Fiduciaries Sat, May 07, 2016 You should know this issue exists. You should only select acknowledged financial fiduciaries who have the specialized expertise to help you plan your future and invest your assets. Read More

FirsTrust's Chris Cannon to serve as judge at the CFA Institute Global Research Challenge Fri, May 06, 2016 FirsTrust's Chris Cannon is scheduled to be in Miami serving as a judge for the CFA Institute Global Investment Research Challenge, where various University MBA students compete in teams to research and analyze a publicly traded company, write a rese... Read More

Stockbroker conflicts cost Americans billions: White House Thu, May 05, 2016 You know you pay stockbrokers too much for investment advice. That's a given. But can we put a number on the cost of their often conflicted advice?" Read More

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