Tag: Investment Advisor Representatives

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...

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...

5 Tips for Selecting the Best Financial Planner – Updt Oct ’14

Are there fake financial planners? You bet there are and they are extremely dangerous. Fake financial planners provide bogus financial plans that are designed to...

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...

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