Tag: investment advice

The “F” Word….Fiduciary Standard of Care

Not that one that immediately came to mind! The one that applies to the world of investments and investment advice. The word I am referring...

Is Wealth Management Only for the Wealthy? – upd April 2015

Wealth management has become a set of buzzwords that financial advisors use when they sell investment and insurance products. It certainly sounds good. Consequently, you...

What are the Differences between a Financial Planner and Financial Advisor?

Financial planners provide a number of planning services that help you manage your financial life. Financial security is the number one goal for planners, but college,...

Are Financial Planners also Financial Advisors? – updated Nov 2014

Financial planners provide various types of planning services (personal, college, retirement, estate, charitable). The combination of services varies by financial planner expertise. Financial advisors are...

Financial Planners May Be Scam Artists – Upd Oct’14

There are hundreds of thousands of advisors, sales representatives, and insurance agents who claim to be financial planners. Planning by legitimate planners is one of...

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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