Category: Advisors

Are You Getting Bad Financial Advice for Your Life Savings?

Advice and recommendations – there is a huge difference between these two words. In our everyday lives, the words “advice” and “recommendation” are often used...

What’s In a (Brand) Name? The Best Financial Advisors May Not Be Who You Think

Brand-Name Firms Can Mislead Investors The major brokerage firms have well-known brand names that most investors have heard at one time or another, whether on...

What Types of Financial Services Companies Do You Need If Running a Family Business?

When searching for a financial advisor, it’s important to know that there are many types of financial services companies out there, and you need to...

Top Four Categories of Questions When You Vet Financial Advisors

There is no doubt selecting the right financial advisor is one of the most important decisions you will ever make. That’s because your financial advisor...

Are Your Financial Advisor’s Credentials Real?

When we face critical decisions, many of us turn to professionals (financial advisors, CPAs, attorneys) who have specialized knowledge that will help us make the...

How Transparent is Your Financial Advisor When It Comes to Compensation?

A 2011 survey of 7,800 investors by Cerulli Associates revealed that 33 percent did not know how they paid for the investment advice they receive,...

Currently seeking a top quality financial advisor

Our FREE match service finds the best advisors for you. Start your search today.