Should I Trust a Fiduciary Financial Advisor?
By: Jack Waymire
Everyone claims to be a financial advisor who is also a trustworthy financial expert. They make these claims to win your trust and gain control...
Is Your Financial Planner an Insurance Agent? updated Oct’14
By: Jack Waymire
It used to be 70% of all financial planners were insurance agents who call themselves planners to facilitate the sale of life insurance and annuity...
Who are the Real Independent Financial Advisors?
By: Jack Waymire
There is a lot of press touting the benefits of selecting Independent Financial Advisors, but rarely does the media define the characteristics of these professionals....
How Investors Find Financial Advisors
By: Jack Waymire
Finding financial advisors can be easy. Finding a top quality financial advisor is much more difficult. 39.5% of investors find financial advisors through referrals. Their...
Can Sales Reps Claim to be Financial Advisors? – updated September 2014
By: Jack Waymire
You bet they can and they do. I checked the legality of the claim with FINRA, the SEC, and California (my state of residence) to...
A New Player in the Financial Fiduciary Wars – Updated September 2014
By: Jack Waymire
A financial fiduciary are financial planners, investment advisors, and money managers who hold positions of substantial trust when they invest other peoples’ money. Investors are counting...