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...

Do Real Financial Advisors Work in Banks?

You walk into your bank to deposit a check, drink a free cup of coffee, and talk to an employee you have known for years....

A Real Financial Advisor is a Fiduciary

Did you know there are people who pretend to be real financial advisors? However, they are really sales representatives. They make this false claim to...

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