Advisors

/Advisors

5 Sales Tactics Used by Financial Advisors to Hide Their Shortcomings

Financial advisors have to control or influence the investment of your assets to make money. And, the unfortunate truth is, very few advisors can afford […]

Why Robo Investing Is Not Competency of Investment Advice

Well the financial e-zines did it again. The Daily Wire featured SigFig saying its algorithms: “Will spotlight advisor “mistakes,” including the use of funds costing […]

What Seniors Need to Know about Financial Advisors and Ethical Standards

Very few investors know there are two ethical standards for financial advisors. One is a fiduciary standard that requires advisors to always do what is […]

Look Before You Leap into Schwab’s New Robo Investment Service

Schwab advertises its new automated investment service as: “No advisory fees, no account service fees, no commissions, period.”

Schwab’s disclosure, which appears on the home page […]

What Dad Never Told You About Financial Advisors

You have a financial advisor who influences or controls your planning and investment decisions. Your financial future depends on the quality of the advice and […]

What Robo Investing Really Looks Like

I just finished reading an article about a debate between the Wealthfront CEO and Ric Edelman. It intrigued me enough to go to the Wealthfront […]