Tag: fiduciary standard

How to Choose a Financial Advisor

If you’re considering working with a financial professional, the first question on your mind is probably, how do I know a good advisor from a...

Why is Wall Street Fighting Fiduciary Standards for Sales Reps?

Wall Street firms employ or license hundreds of thousands of sales representatives.  Wall Street does not want these reps locked out of the retirement asset...

New Codes and Standards Redefine Certified Financial Planner

With the introduction of an updated code of conduct, holders of the Certified Financial Planner (CFP) designation will now have to adhere to stricter rules...

Financial Advisor Ethics: What You Need to Know

Hiring a financial advisor can be one of the smartest moves you can make.  Having a trusted advisor can mean the difference between achieving your...

Suitability vs. Fiduciary Standards…It Matters!

If you are anything like us, you are always busy — right? We tend to make time for what is most important to us but...

#1 Investment Myth –Effectively Managing Your Own Portfolio

In today’s world there is a lot of noise regarding do-it-yourself investing.  If you Google “Do-it Yourself-Investing”, over 44.8 million search results are generated.  The...

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