Deborah NasonJul 8, 20191 minReferred to a financial advisor? Here’s what you should askHere's a story I wrote for CNBC.com: https://www.cnbc.com/2018/02/15/referred-to-a-financial-advisor-heres-what-you-should-ask.html
Deborah NasonJul 1, 20191 minWHAT PEOPLE DON'T KNOW #5 Part IITHAT THEY SPECIALIZE: Here are more examples of specializations that advisors could have: • Social/religious philosophy: socially...
Deborah NasonJun 24, 20191 minWHAT PEOPLE DON'T KNOW #5 Part ITHAT THEY SPECIALIZE An advisor could specialize in almost anything, and most do have a particular area of competency. You just need to...
Deborah NasonJun 17, 20191 minWHAT PEOPLE DON'T KNOW #4 PART IIIDIFFERENT TYPES OF PROFESSIONALS CALL THEMSELVES ADVISORS The following definitions come from FINRA: • FINANCIAL PLANNERS: These are...