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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...

Industry Regulations Favor Financial Advisors

The financial service industry is loaded with regulations that are not enforceable. For example, there is no way to regulate what financial advisors say to...

Financial Advisor Quality Ratings Are Here!

You have been able to view the ratings of restaurants, hotels, vacation destinations, and mutual funds for decades. The source of the rating gathers the...

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...

How to Avoid Financial Advisors Who Use Fake Credentials

It all starts with financial advisors’ perception of investors. They know investors want financial experts helping them invest their assets. This creates a major marketing...

Three Ways to Identify Real Independent Financial Advisors

Two of the most misunderstood and abused words in the financial service industry are “independent” and “independence”. These words have very positive connotations when financial...

Should Financial Advisors Have Quality Ratings and Track Records?

Yes, because very few investors know how to identify real financial advisors and determine their quality before they select them. This opens the door to...

Wall Street Likes Confused Investors

In a recent survey, 89.7% of investors told us they did not want sales reps investing their assets. They prefer financial planners or financial advisors....

New Investment Advisors Should Have A Warning Label

Every year the financial service industry hires thousands of new investment advisors to sell more than 30,000 investment products. They replace the thousands of investment...

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