Tag: Registered Investment Advisors

Should I Trust a Fiduciary Financial Advisor?

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...

Smart Financial Moves to Begin the New Year

The New Year 2016 is fast approaching and if economic experts are correct, investors should prepare themselves for living on less as a global low-return...

Is Your Financial Planner an Insurance Agent? updated Oct’14

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?

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

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

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...

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