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...
Watch this video on YouTube Shopping for a financial adviser you can trust has never been easy. The new Department of Labor rule requiring brokers to act in a fiduciary capacity when dealing with retirement plan assets has not made it any easier. The...
