The Fiduciary Wars of 2013

We know there are four primary types of financial professionals who market investment advice, services, and products to the public: Planners, advisors, managers, and sales...

5 Ways to Identify Fake Financial Planners

It is fair to say every family in America needs a financial planner. A high quality plan is your roadmap to a secure financial future:...

5 Reasons Why Investors Pay Fees to Financial Advisors

There are two ways to pay financial advisors for their services: fees and commissions. You pay fees to financial advisors that are usually deducted from...

Financial Advisor Rating is an Art

How do you develop a financial advisor rating for a professional who does not have a track record? You have no way to determine if...

The Best Way to Find a Financial Advisor

Financial advisors use a number of marketing strategies to meet investors. At the same time, investors use a number of strategies to find a financial...

What is an Investment Performance Benchmark?

A Benchmark is a performance goal. Your advisor is paid to produce results that beat the performance of your benchmark. If your advisor does not...

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