Tag: Financial Advisor
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Is Your Financial Advisor Missing Something?
6 Missteps by a Financial Advisor That May Be Costing You There are plenty of good folks serving as financial advisors, says Mark Roberts, ChFC, FIC, who has worked in the industry for more than two decades. “Many of my colleagues form pleasant relationships with their clients and seem to really care about the client-advisor…
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The shrinking world of advisers
“If lawyers are disbarred and clergymen are defrocked, shouldn’t it follow that cowboys should be deranged?”The world for financial advisers and their clients has changed drastically over the last 10 years. Ten years ago in the United Kingdom, the newly formed Personal Investment Authority, which then became the Financial Services Authority, introduced minimum standards for…