The 5 Biggest Mistakes Investors Make When They Select A Financial Advisor
Just about every investor in America has terminated relationships with one or more financial advisors. Termination is their way of acknowledging they selected the wrong...
How Can You Avoid Bad Financial Advisors?
Fred and Alice Smith are seeking their first financial advisor. They met an advisor at their bank, their insurance agent sells investment products, and they...
Weighing In: Financial Advisors and Investor Assets – No Possession Allowed!
Investors should pay more attention to who has physical possession of their assets, see Madoff Case Puts Focus on Duties of Custodial Banks. This is...
Major Decision! Choosing a 401k Service Provider or Plan Advisor
This is Part 1 of a six part series on choosing a 401k plan advisor? Why is choosing a 401k service provider and/or a 401k...
Weighing In: Who Comes First at J.P. Morgan?
Several years ago I attended a meeting at a major Southeast bank that was just starting to sell alternative products (securities, mutual funds) to its...
Five Tips for Interviewing Financial Advisors
Investors interview multiple financial advisors with a goal of selecting the best financial advisor. However, financial advisors are skilled at telling investors what they want...
Benchmarks Track Performance of Financial Advisors
How good is your financial advisor’s investment performance? Is your investment performance net of all expenses that were deducted from your accounts? Is your financial...
Financial Advisor Credentials: Real or Fake?
A certification or designation is a credential that is supposed to mean a financial planner or financial advisor possesses specialized knowledge. The advisors spent hundreds...
5 Tips for Rating the Quality of Financial Advisors
One of the most dangerous decisions investors make is determining the quality of financial advisors when they select them. Why so dangerous? If they make...
Do You Need a Financial Advisor?
Yes, but not just any financial advisor. You have to be very selective. You need a real financial advisor who provides high quality advice and...
