Category: Advisors

How to Find a Financial Advisor

Finding a financial advisor can be as easy as going to the Yellow Pages, selecting two or three names, and telephoning them. Of course you...

Is Your Investment Advisor a Money Manager?

Advisors, reps, and agents all have specific roles, but it can be very confusing when they are vying for control of your assets. One of...

How to Identify a Real Financial Advisor

There are financial advisors, investment advisors, money managers, financial consultants, financial planners, retirement planners, and investment representatives. All of them want to invest your assets...

Is My Financial Planner Ethical?

Most investors say investment performance and trustworthiness are the two most important characteristics of a financial planner. Performance should be easy to monitor if your...

Why Select a Certified Financial Planner™

The number one designation in the financial planning industry is CFP® (Certified Financial Planner™). This designation requires a substantial amount of study and the successful...

Find a Financial Advisor or They Will Find You

What is safer? You can find a financial advisor on your own or you can select a financial advisor who finds you. The easy way...

Can You Trust Your Financial Planner?

A financial planner has a license to steal. Everyone needs a financial planner who can develop an integrated strategy that will help them achieve their...

5 Reasons Why Investors Pay Fees to Financial Advisors

There are two ways to pay financial advisors for their services: fees and commissions. You pay fees to financial advisors that are usually deducted from...

Financial Advisor Rating is an Art

How do you develop a financial advisor rating for a professional who does not have a track record? You have no way to determine if...

Where are Quality Ratings for Financial Advisors?

Rating the quality of financial advisors and financial planners is extremely difficult for three reasons: They do not have investment performance track records so there...

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