Are Job-Hopping Financial Advisors Dangerous?

Let’s assume you are the owner of a company and you are interviewing candidates for a new position. You just interviewed an excellent candidate, but...

Is Your Financial Advisor a Double Dipper?

Jed Horowitz (Reuters) wrote an excellent article about three wealth management firms that market themselves as objective financial advisors, but they are being paid hidden...

Three Ways to Identify Real Independent Financial Advisors

Two of the most misunderstood and abused words in the financial service industry are “independent” and “independence”. These words have very positive connotations when financial...

Should Financial Advisors Have Quality Ratings and Track Records?

Yes, because very few investors know how to identify real financial advisors and determine their quality before they select them. This opens the door to...

Wall Street Likes Confused Investors

In a recent survey, 89.7% of investors told us they did not want sales reps investing their assets. They prefer financial planners or financial advisors....

New Investment Advisors Should Have A Warning Label

Every year the financial service industry hires thousands of new investment advisors to sell more than 30,000 investment products. They replace the thousands of investment...

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