‘Fee based’ vs. ‘fee only’ financial planners: There’s a big difference
Wed, Nov 09, 2022
.....Such advisors often call themselves “fee based,” hoping you’ll confuse them with “fee only” planners. Fee-only planners are compensated only by the fees you pay; they don’t accept commissions or other compensation that could influence their advi... Read More
By Liz Weston in LA Times
How to Pick a Financial Advisor
Wed, Nov 09, 2022
This guide decodes the wide variety of certifications and services—along with a checklist of what to ask before you choose Read More
By Bernice Napach in WSJ
How to Find a Fee-only Financial Advisor – And Why it Matters
Tue, Sep 13, 2022
....I recommend that you limit your search to fee-only financial advisors. They are more likely to put your financial interests ahead of their own since they don’t earn commissions from selling you products and services.... Read More
How Inflation Affects Financial Planning
Wed, Mar 09, 2022
.....Financial planning or creating a financial plan isn’t a one-time, transactional exercise. As you build a plan, there are a number of inputs that help to create the personal and financial circumstances for each client. As those factors evolve, wh... Read More
By Joe Buhrmann as seen at FinancialPlanning.com
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
By TRACEY LONGO
How to choose a financial advisor: 6 tips for finding the right one
Fri, May 21, 2021
“Ultimately, you need to feel confident in the advisor’s competency, objectivity, and their responsiveness to your needs,” says Van Sant. “The advisor-client relationship, like many relationships, is built on trust and communication, so doing the pro... Read More
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