financial advice

/Tag:financial advice

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 […]

Is Your Financial Advisor a Fiduciary?

Fiduciary status is a controversial issue in the financial services industry. The issue is the ethical standards that apply to your relationship with your financial […]

A Fiduciary Standard is not the Solution (Infographic) – updated Nov 2014

There has been an inordinate amount of discussion about applying the fiduciary standard for financial advisors to registered representatives who sell investment products for commission. […]

Financial Advisor Compensation Can Wreck Your Retirement

Very few investors are aware of the critical importance of their financial advisor’s method of compensation. They select the financial advisor they like the best […]

Fixing ERISA to Provide Sufficient Information

In my previous post, Fixing ERISA to Protect Against High Plan Fees, I discussed the failure of many 401(k)/404(c) plans to comply with ERISA’s fiduciary requirement to […]

“F” Words, Financial Services and You

Did you know two major wars are being fought in the financial services industry and their outcomes impact you? One of the adversaries is Wall Street. […]