Financial Advisor Ratings and Reviews; What a Recommendation Really Tells You
With the popularity of websites like Yelp and TripAdvisor, more and more people are searching for financial advisor ratings and reviews when looking for someone...
Are You Getting Bad Financial Advice for Your Life Savings?
Advice and recommendations – there is a huge difference between these two words. In our everyday lives, the words “advice” and “recommendation” are often used...
Top Four Categories of Questions When You Vet Financial Advisors
There is no doubt selecting the right financial advisor is one of the most important decisions you will ever make. That’s because your financial advisor...
Are Your Financial Advisor’s Credentials Real?
When we face critical decisions, many of us turn to professionals (financial advisors, CPAs, attorneys) who have specialized knowledge that will help us make the...
How Transparent is Your Financial Advisor When It Comes to Compensation?
A 2011 survey of 7,800 investors by Cerulli Associates revealed that 33 percent did not know how they paid for the investment advice they receive,...
10 Characteristics of the Best Financial Advisors
Whether you’re seeking your first financial advisor or replacing a terminated advisor, you need a process that helps you select the best financial advisors and...
Bad Financial Planners: How to Monitor Your Advisor and Hold Them Accountable
How can you use the Internet to monitor the advisor you selected and make sure there are no surprises that could damage your financial security?...
Don’t Be the Next Victim of Financial Fraud
You’d think that the notoriety of the Madoff Ponzi scheme would have sensitized investors to fraudsters, but investors get scammed all the time, and frequently...
The Million Dollar Question: Who’s the Best Financial Advisor for You?
It stands to reason the right financial advisor can help you accumulate more assets during your working years and preserve more of those assets during...
How to Find a Fiduciary Financial Advisor
Choosing a financial advisor is one of the most important decisions you will ever make – what happens with your investments can literally alter the...
