• Amexsux.com The Unofficial American Express and American Express Financial Advisors Consumer Opinion Site
  in Public bookmarks with advisors american consumer express financial opinion site unofficial
• Are Your Best Interests the Same as the Financial Services Industry? - Financial Advisors, Investment Counselors, and the Fi...
  Are Your Best Interests the Same as the Financial Services Industry? - Financial Advisors, Investment Counselors, and the Financial Industry - Financial Articles, The financial services industry is not your financial partner nor your investment partner not matter what you are told by their sales agents. Overwhelmingly, the financial services industry views individual investors as a profit center. Develop your own financial knowledge and skills. Never trust blindly. Always verify. Here there be many silk and woolen dragons.
  in Public bookmarks with advisors articles counselors financial industry interests investment services
• Checking the backgrounds of individual securities brokers and advisors who sell investments - Financial Advisors, Investment...
  Checking the backgrounds of individual securities brokers and advisors who sell investments - Financial Advisors, Investment Counselors, and the Financial Industry > Regulation of Financial Advisors and Investment Advisers - Financial Articles, Concerning the backgrounds of individual securities brokers and advisors who sell investment products, the National Association of Securities Dealers, Inc. NASD offers assistance in checking their backgrounds.
  in Public bookmarks with advisors backgrounds brokers financial individual investments securities sell
• Client Marketing Systems
  Advisors Assistant
  in Public bookmarks with advisors assistant
• Does it matter how financial planners and investment advisors are paid - The Skilled Investor provides free personal financi...
  Yes, it can matter significantly how a financial advisor is paid. The heart of the compensation issue is an advisor’s potential conflict of interest with
  in Public bookmarks with advisor advisors compensation financial heart matter paid significantly
• Does it matter how financial planners and investment advisors are paid? - Financial Advisors, Investment Counselors, and the...
  Does it matter how financial planners and investment advisors are paid? - Financial Advisors, Investment Counselors, and the Financial Industry > Payment of Investment Advisors, Financial Planners, and Investment Counselors - Financial Articles, Yes, it can matter significantly how an advisor is paid. The heart of the compensation issue is an advisor’s potential “conflict of interest” with respect to payments from third parties. If an advisor works on sales commissions or accepts other third party payments, will he still provide the best recommendations based solely on the client’s best interests
  in Public bookmarks with advisors counselors financial industry investment matter paid planners
• Fee-only compensation aligns the interests of clients and their financial advisors - Financial Advisors, Investment Counselo...
  Fee-only compensation aligns the interests of clients and their financial advisors - Financial Advisors, Investment Counselors, and the Financial Industry > Payment of Investment Advisors, Financial Planners, and Investment Counselors - Financial Articles, Several important considerations favor using fee only advisors over advisors who accept third party commissions and other payments. Fee only payment arrangements with advisors allow clients to 1 maintain trust and reduce unethical behavior, 2 separate financial decisions from purchases, and 3 obtain lower cost financial products.
  in Public bookmarks with advisors aligns clients compensation fee-only financial interests investment
• Fee-Only Compensation Aligns the Interests of Clients and their Financial Advisors - The Skilled Investor provides free pers...
  Several important considerations favor using fee-only financial advisors over advisors and investment counselors who accept third party commissions and other
  in Public bookmarks with accept advisors considerations counselors favor fee-only financial investment
• Fee-only financial planner and investment advisor groups - Financial Advisors, Investment Counselors, and the Financial Indu...
  Fee-only financial planner and investment advisor groups - Financial Advisors, Investment Counselors, and the Financial Industry > Payment of Investment Advisors, Financial Planners, and Investment Counselors - Financial Articles, Members of certain advisory groups have chosen to work with their clients solely on a client paid “fee only” basis.
  in Public bookmarks with advisor advisors counselors fee-only financial industry investment planner
• Financial Advisors, Investment Counselors, and the Financial Industry - Financial Articles
  Financial Advisors, Investment Counselors, and the Financial Industry - Financial Articles,
  in Public bookmarks with advisors articles counselors financial industry investment
• Financial planner and investment advisor compensation paid by clients - Financial Advisors, Investment Counselors, and the F...
  Financial planner and investment advisor compensation paid by clients - Financial Advisors, Investment Counselors, and the Financial Industry > Payment of Investment Advisors, Financial Planners, and Investment Counselors - Financial Articles, There are three primary types of client paid advisor compensation hourly fee, fixed fee, and asset fee. The decision to pay directly for planning advice may be prompted by disappointment in prior experiences with commissioned advisers.
  in Public bookmarks with advisor advisors clients compensation financial investment paid planner
• Financial Planning Process
  financial planning process,independent financial advisors,personal financial planner,registered investment advisors,financial planning process,independent financial advisor Pasadena,Pasadena personal financial planner,registered investment advisor,investment planning process,independent financial adviser,personal financial planning,registered investment adviser
  in Public bookmarks with adviser advisor advisors financial independent investment pasadena personal planner planning process registered
• Finding state regulators of securities brokers, investment advisors, insurance agents, and insurance brokers - Financial Adv...
  Finding state regulators of securities brokers, investment advisors, insurance agents, and insurance brokers - Financial Advisors, Investment Counselors, and the Financial Industry > Regulation of Financial Advisors and Investment Advisers - Financial Articles, Each state may have one or more government organizations that regulate “advisors” who offer securities, insurance, and other services. The various states differ in how their regulatory functions are organized. Some have centralized agencies and some have multiple agencies that split regulatory responsibilities.
  in Public bookmarks with advisors brokers finding insurance investment regulators securities state
• FindLaw Library Subjects Securities Law Investment Advisors
  in Public bookmarks with advisors findlaw investment library securities subjects
• Frauds and Scams by Financial and Investment Advisers - Financial Advisors, Investment Counselors, and the Financial Industr...
  Frauds and Scams by Financial and Investment Advisers - Financial Advisors, Investment Counselors, and the Financial Industry - Financial Articles, The vast majority of financial advisors and investment counselors are honest and try to serve the best interests of their clients. Unfortunately, there are wolves among the sheep, and investors should be very careful, when they use an adviser.
  in Public bookmarks with advisers advisors counselors financial frauds industry investment scams
• Governmental and self-regulation of the securities industry - Financial Advisors, Investment Counselors, and the Financial I...
  Governmental and self-regulation of the securities industry - Financial Advisors, Investment Counselors, and the Financial Industry > Regulation of Financial Advisors and Investment Advisers - Financial Articles, Regarding regulation of financial planners and investment advisors, the picture can sometimes be confusing. While various state and federal government entities can enforce laws, these agencies usually are not be involved in the direct management and regulation of market brokers and other financial or investment advisors.
  in Public bookmarks with advisors counselors financial governmental industry investment securities self-regulation
• How to lie with statistics: Investment performance charts (Part 1 of 2) - Financial Advisors, Investment Counselors, and the...
  How to lie with statistics: Investment performance charts (Part 1 of 2) - Financial Advisors, Investment Counselors, and the Financial Industry > Are Your Best Interests the Same as the Financial Services Industry? - Financial Articles, Historical investment performance charts for investment funds might be historically accurate, but their presentation in advertising, on line, and in printed materials can amount to lies from several perspectives. Performance charts are designed to lure gullible individual investors with an implied promise that superior past performance will continue. The financial research literature tells us clearly that on average this is a promise that cannot be kept. In other words, historical performance charts are a veiled lie. They...
  in Public bookmarks with advisors charts financial investment lie part performance statistics
• How to lie with statistics: Investment performance charts (Part 2 of 2) - Financial Advisors, Investment Counselors, and the...
  How to lie with statistics: Investment performance charts (Part 2 of 2) - Financial Advisors, Investment Counselors, and the Financial Industry > Are Your Best Interests the Same as the Financial Services Industry? - Financial Articles, The securities industry and many of its brokers and investment advisors know that low cost index strategies are better for individual investors. However, the active management beat the market industry crowd will not make any money off of you, if they tell you that. They have to push the we deliver superior performance mantra, because that is the justification for their excessively high and performance killing fees. Since market realities make it virtually impossible for actively managed funds to consistently beat the ...
  in Public bookmarks with advisors charts financial investment lie part performance statistics
• Index Funds Advisors - ifa.com
  
  Index Funds Advisors is a fee-only independent financial advisor that specializes in risk-appropriate portfolios of index funds.
  actively advisors dfa dimensional fama french fund funds index managed
  in Public bookmarks with advisors funds index by 2 users
• Investment Quotations from Index Funds Advisors
  in Public bookmarks with advisors funds index investment quotations

Next »
advisors from all users