Well-meaning friends and family making suggestions! Friends and family like to be helpful, and it's great when they refer you to a...

Journalists and prospective clients want to know.   As an investment industry journalist for 20 years, I’ve interviewed hundreds of...

Here'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

THAT THEY SPECIALIZE: Here are more examples of specializations that advisors could have: • Social/religious philosophy: socially...