Tag: investment recommendations

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,...

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...

A New Player in the Financial Fiduciary Wars – Updated September 2014

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...

The Three Most Important Questions You Should Ask a Financial Advisor

You need to know the financial services industry is made-up of sales representatives and financial advisors. They have very different roles, but most sales representatives...

Financial Advice versus Financial Recommendations

Did you know there is financial advice and financial recommendations and the difference between the two may determine when you retire, how you live during...

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