Tag: Transparency

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,...

Transparency Ratings for Online Financial Advisors (Robos)

Wall Street prefers traditional financial advisors that meet with you face-to-face. This method of contact maximizes the impact of advisor sales and relationship skills.  What...

Know the 5 Transparency Strategies used by Financial Advisors

Transparency is your single biggest source of financial risk when you rely on financial advisors to invest your retirement assets.  It is the process advisors use to...

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