Tag: RIA
Oct 2, 2017
Watch this video on YouTube One of the low points of my career was the day I lost a client because another advisor “had found a way to put their clients into the lowest cost shares available only to large institutions.” This experience was especially...
Apr 27, 2015
Watch this video on YouTube Can a financial advisor represent your best interests and still earn a commission? Surprisingly, this can sometimes be the case. It’s up to you to find out. Being required to put the consumer’s interest first, which means...
