Tag: Advisor fees
Jul 6, 2026
“Find a financial advisor who is a fiduciary, someone legally bound to put your interests first.” I have made this recommendation many times over the years. Now, most financial advisors technically qualify as fiduciaries, which is a problem for consumers. In its...
Mar 23, 2020
"Fee-Based" Does Not Mean Fee-Only AdvisorWatch this video on YouTube In a move that has bewildered many CFPs, the CFP Board of Standards just took a giant step backward in transparency. It chose to no longer inform consumers searching for a CFP of...
Nov 5, 2018
Increased Demand, Too Few Financial PlannersWatch this video on YouTube If you are looking for an investment advisor, the number of companies and advisors from which to choose is almost overwhelming. The case is almost opposite if you are looking for a fiduciary...
Apr 30, 2018
How to Uncover Investment FeesWatch this video on YouTube Before you put money into an investment, you need to know the fees that will affect your returns. Unfortunately, discovering those fees isn’t easy. Here are some suggestions to help you ask the right...
Apr 23, 2018
Six Types of Investment Fees You Need to UncoverWatch this video on YouTube Investment fees matter. They can make a big difference to your financial health in the long run. Before you put money into any investment, it’s vital to uncover the real costs. They...
