Tag: choosing a financial planner
Mar 23, 2026
How do you find a competent, ethical financial advisor? An approach I have recommended for years is to interview planners, ask questions, and persist until you get clear answers. Under a relatively new SEC rule, getting those answers is becoming harder to do. This...
Oct 19, 2015
CFP Designation Shows Education, Not QualificationsWatch this video on YouTube As a client or potential client, you may regard fee-only financial planners as professionals on a par with attorneys or CPA’s. Yet financial planning is still trying to become a...
Jan 19, 2015
Ways Not to Choose Financial AdvisorsWatch this video on YouTube Many people who are financially successful are comparison shoppers. They pore over ratings in consumer magazines, read website reviews, and compare scores of products before buying even everyday products...
Dec 29, 2011
A recent article on MSN Money reports there are nearly 176,000 people who call themselves financial advisers. As with any profession, there are plenty of bad apples and weeding through them isn’t easy. After the Bernie...
