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Tag: commissions

High Advisor Commissions for High-Risk Investments

Financial advisors who charge commissions are two to eight times more likely than those who charge fees to recommend risky investments. This is the finding of a survey done by the North American Securities Administrators Association (NASAA) of 516 financial firms with...

Dig Deeper Than CFP To Find Financial Planner

Watch this video on YouTube I have long recommended that consumers look for a Certified Financial Planning (CFP) certificant when shopping for a financial planner. But don’t stop there. A CFP is no guarantee that someone is a competent, ethical, fiduciary...

Find Out Hidden Costs of Guaranteed and No-Fee Investments

Watch this video on YouTube Annuities are popular investments; almost every new client I see has one. Part of any investment adviser’s due diligence is to understand the history and intentions of the investments in a portfolio. When I ask why someone purchased an...