How to Pick a Financial Advisor
This guide decodes the wide variety of certifications and services—along with a checklist of what to ask before you choose
Tag: Fiduciary
How to Choose a Financial Advisor That's Right for You
…..Many professional associations have large directories. For example, the National Association for Personal Financial Advisors lists fee-only, fiduciary planners….
Rick Kahler: When is 'financial planning' not financial planning?
….Then I notice the incongruency because in almost every case, the ads are being run by companies that sell financial products or are owned by huge insurance companies…..
CFA Society of Orlando presents the Investors First Podcast: Jason Zweig, The Wall Street Journal: Traders vs. Investors, “Conflict-Free” Advice & Investing Heroes
In this episode of Investors First Podcast Jason Zweig will compare traders vs. investors and discuss the gamification of investing, time on device, and the boredom market hypothesis.
A 6-step guide to choosing the right financial professional for you
Getting help on your financial decisions isn’t a bad thing. But with so many professionals and options out there, how do you go about choosing the right expert to work with?
Why Should I Hire a Fee-Only Financial Advisor?
Fee-only financial planners are registered investment advisors with a fiduciary responsibility to act in their clients’ best interest – and the fee structure to support it.
SEC, CFP Board Accused of Blurring Lines Between Advisors and Brokers as Board Reacts
The SEC and the CFP Board were criticized yesterday for adopting code of conduct rules that blur the longstanding line between fee-only registered investment advice and brokerage services by implying that conflicts of interest are acceptable.
What is a Fiduciary Financial Advisor?
A fiduciary is defined by the legal and ethical requirement to put your best interest before their own.