Fee-OnlyNetwork.com – Fee-Only, Fiduciary, Independent
The only financial planner or investment manager that can offer truly objective advice is an independent advisor operating under a strict Fee-Only compensation model.
Tag: Fee Only
Investing: What your advisor isn't telling you (By LISA GERSTNER)
Barbara Roper, director of investor protection for the Consumer Federation of America and a member of the Securities and Exchange Commission's Investor Advisory Committee, discusses what investors should expect from brokers and advisers.
How to Find a Fee-Only Advisor by Clark Howard
….Do you have money to invest, but you're not sure where to put it? Most people who are unsure about investments hire someone to help. Here's how to do that the right way….
Bracketology for Your Broker: 4 Ways to Know if You Have a Final Four Advisor
Unlike the NCAA, today’s investors do not have access to a single, systematic method or model for selecting an advisor and whittling a field of thousands down to the final four, and ultimately, the advisor team that best meets your needs.
Choosing a financial adviser: How you pay is critical as seen in NewsDay
It's no small matter entrusting someone to manage your investments. Scrutinize the person almost as much as someone you marry. There are several considerations, but how you pay the adviser is critical.
Following Your Financial Playbook To Victory as seen in Forbes
What would a football game look like if there were no playbook? A pickup game in the park with friends. In other words, it would be made up on the fly. While that might make it on the playground, it won't cut it in organized sports or with your financial life.
FirsTrust – Fee-Only Wealth Management
Relying on one "financial planner" to be an expert in everything is unrealistic. That's why FirsTrust offers our consulting clients access to a team of experienced specialists from the firm's 4 specialized divisions: Investment Management, Financial Planning, Tax Consulting, Trusts & Estates. We believe in having access to depth & breadth of knowledge, and we welcome the opportunity to collaborate with your other professional advisors.
Here’s the question you really want to ask your financial advisor by Lorie Konish
…….if you haven't asked your financial advisor how they are being compensated, now is the time to ask……