Focus on "Fee-Only" professionals who have earned the CFP® designation. They are paid for expertise, not for sales, and they offer comprehensive planning services. You can find candidates by searching…… napfa.org (the National Association of Personal Financial Advisors)…….
Trump pushes for fast economic reopening, EU faces deepest downturn in its history and Treasury to announce a lot of new debt issuance.
FirsTrust's own Chris Cannon serving as chairman, organizer and Master of Ceremonies
Several significant tax and savings deadlines are fast approaching. Before you flip your calendar to December, consider making some of these smart money moves.
…….According to Barron’s magazine, some $17 billion is lost in retirement savings every year simply because dishonest financial advisors steer their clients toward investments that meet general suitability requirements but aren’t in the best interests of their client base. Why? These investments pad the advisor’s pocket with fat commissions. So now more than ever — in the absence of an official fiduciary rule requiring advisors to put their clients’ interest above their own — you have to be sure your advisor clearly discloses any conflicts of interest upfront before you agree to do business with them. That’s where Form ADV comes into play…
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.
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.
….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….
