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….
Tag: Financial Advisor
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.
What Designations Should Your Financial Advisor Have? by Peter Lazaroff Contributor Personal Finance
Choosing a financial advisor can be a confusing process, particularly given the different standards of care that financial professionals provide. Making matters worse is the wide range of job titles and designations people use to convey their expertise.
What Is NAPFA (National Association of Personal Financial Advisors)? by Liz Smith
….the point of being a NAPFA-registered financial advisor is to guarantee holistic services on a fee-only basis. This eliminates the incentive to sell products for high commissions, ensuring unbiased advice.
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.
Four Of The Most Important Questions To Ask Before Choosing A Financial Advisor
It is critical for any investor to fully understand the difference between a broker and an investment advisor: investors need to understand whether the advice is objective or, perhaps, driven by financial incentives.
How Should YOU Measure Your Investment Performance? as seen in Kiplinger
Investors shouldn't be obsessed with their portfolio's performance, but an annual evaluation is key to keeping you on track.
Who Can Be a Financial Advisor? by Suzannah Snider in US News and World Report
When you visit a pediatrician, you know she graduated from medical school and completed additional specialized training. When you do business with a lawyer, you know he has a law degree. When you send your child to school, you are certain the teacher is state-certified and meets state-mandated continuing education requirements.