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AdvisoryHQ's List of the Top 13 Best Financial Advisors in Florida
AdvisoryHQ's List of the Top 13 Best Financial Advisors in Florida Fri, Mar 31, 2017 People often pay a lot for a financial advisor to push products, not to actually provide advice. FirsTrust rebels against this model by providing financial advice that serves to work in the best interests of its clients. They preserve the objectivity... Read More

Yikes! Clients still don’t trust their advisors, CFA Institute finds (as seen in financialplanning.com)
Yikes! Clients still don’t trust their advisors, CFA Institute finds (as seen in financialplanning.com) Mon, Apr 09, 2018 In an industry where members often talk of acting as fiduciary in the best interest of their clients, most investors still believe that their advisors fail to fully disclose conflicts of interest and the fees they charge a new survey by the CFA Insti... Read More

Online Tool Helps Investors with Selecting a Financial Advisor
Online Tool Helps Investors with Selecting a Financial Advisor Thu, Jan 04, 2018 AARP 'Interview an Advisor' Guides Process with Questions about Qualifications and Standards Read More

Five Steps To Prepare For Your First Financial Advisor Meeting see in Forbes by Liz Frazier Peck
Five Steps To Prepare For Your First Financial Advisor Meeting see in Forbes by Liz Frazier Peck Fri, Dec 29, 2017 The new year is upon us, and you've decided 2018 is the year you're going to meet with a financial advisor. If you're like most, this is an intimidating thought. Working with an advisor is much more than numbers; it's one of the most intimate relatio... Read More

The 7 Tough Questions to Ask your Financial Advisor as seen in Marketwatch
The 7 Tough Questions to Ask your Financial Advisor as seen in Marketwatch Thu, Sep 28, 2017 More than a fiduciary, investors should demand what I call a “capable fiduciary.” The term incorporates ethics and practices that go beyond just checking the regulatory boxes and performing the minimum amount required to follow the law. Read More

Fiduciary Advocates Press CFP Board for Specifics on Standards Changes by Mark Schoeff
Fiduciary Advocates Press CFP Board for Specifics on Standards Changes by Mark Schoeff Tue, Aug 22, 2017 Most of the approximately 77,000 CFP's in the United States aren't registered investment advisers, Mr. Rostad said.  Advisers already must adhere to a fiduciary standard, while brokers, such as those at wirehouses, which have many CFPs are governed b... Read More

Most (Still) Clueless About Fiduciary Differences as Seen on napa-net.org on 4/18/17
Most (Still) Clueless About Fiduciary Differences as Seen on napa-net.org on 4/18/17 Fri, Apr 21, 2017 Only 1 in 8 would stay if investors discovered their financial advisor was not a fiduciary. Read More

CFA Society Orlando Supports Putting Investors First Campaign, Hosts Women in Investments Event
CFA Society Orlando Supports Putting Investors First Campaign, Hosts Women in Investments Event Mon, Apr 17, 2017 Orlando Mayor Buddy Dyer proclaims May 2017 as “Putting Investors First Month” in Orlando Orlando, FL – April 17, 2017 – CFA Society Orlando announces that it will join many of the 147 CFA Institute member societies worldwide in the fourth annual... Read More

New fiduciary registry will promote advisers who adhere to strictest guidelines by Ann Marsh in Financial Planning
New fiduciary registry will promote advisers who adhere to strictest guidelines by Ann Marsh in Financial Planning Thu, Oct 20, 2016 A new fiduciary registry aims to counteract perceived shortcomings in the SEC and the CFP Board’s fiduciary requirements by identifying the strictest fiduciary advisers nationwide. "The practices are a way of demonstrating what we are already doin... Read More

How To Choose A Financial Planner In The Top 2% by Eric Carter in Forbes Magazine
How To Choose A Financial Planner In The Top 2% by Eric Carter in Forbes Magazine Fri, Sep 09, 2016 ...........To avoid these types of biases, look for planners that don’t sell financial products. Start by asking your employer if they offer an unbiased financial guidance or coaching program. If not, look for planners that charge a fee. However, be ... Read More

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