Your candidates likely reside in three camps:
Not all advisors are alike; and it’s worth knowing how to tell them apart.
While the overwhelming majority of investment and financial advisors are honest, reputable, qualified, and provide quality work for loyal clients, those who are looking for a potential advisor do face a daunting task. It isn’t easy. Continue reading
Most six figure jobs require an advanced degree, according to CareerCast, which created a report with data from the Bureau of Labor Statistics.
I first learned of this in a piece by Michael Fischer, writing for ThinkAdvisor, an industry trade publication. I noticed `financial advisor’ didn’t appear on the list – someone must have seen the cars we drive.
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Whenever there’s a crowd chasing a solution, there’s a fraudster willing to take their money.
While inflation has found people at the gas pump and the grocery line, the increased income inflation is supposed to provide has not found its way into Social Security payouts. This has resulted in many seniors searching desperately for high yield; and, the more desperate they are, the more the fraudsters like it.
The August issue of Retirement Advisor magazine cited a new investor alert from The Financial Industry Regulatory Authority (FINRA) that lists some “red flags” worth noting: Continue reading
