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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 to Ask When a Stock Broker Changes Firms

When a stock broker or financial advisor moves from one firm to another, their clients will usually follow them.  However, the clients will often have […]

The Puerto Rico Municipal Bond Crisis

For those unfamiliar with the Puerto Rico Bond Crisis, which has been developing over the past several months, attorneys believe that Switzerland’s UBS AG exposed […]