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...

THAT THEY SPECIALIZE An advisor could specialize in almost anything, and most do have a particular area of competency. You just need to...

DIFFERENT TYPES OF PROFESSIONALS CALL THEMSELVES ADVISORS The following definitions come from FINRA: • FINANCIAL PLANNERS: These are...

https://www.prweb.com/releases/investment_industry_journalist_answers_why_work_with_a_financial_advisor/prweb16359903.htm

DIFFERENT TYPES OF PROFESSIONALS CALL THEMSELVES ADVISORS Before I define these 4 types, I want to introduce you to the source I used...

DIFFERENT TYPES OF PROFESSIONALS CALL THEMSELVES ADVISORS (PART I) There are four main types of practitioners who might refer to ...

THEY CAN ADD SIGNIFICANT VALUE TO YOUR PORTFOLIO: Looking at behavioral change, a study by TIAA-CREF found that “Approximately one-third...

THEY CAN ADD SIGNIFICANT VALUE TO YOUR PORTFOLIO: Two recent studies from Vanguard and Morningstar have calculated the financial value...

HOW THEY'RE PAID: It’s interesting to note that most advisors earn both fees and commissions, as shown by the chart below:

HOW THEY'RE PAID: There are three main modes of compensation for advisors: • Commission-only: Financial commissions are paid by mutual...

WHAT ADVISORS DO: Common services provided by advisors include: asset allocation, retirement income planning, retirement accumulation...

A big obstacle to people getting the advice they need is that they don't understand what financial advisors do and how they do it. Over...

Our financial lives are complex, and everywhere I look I see people over their heads when trying to navigate financial decisions and ...