• Morningstar U.S.
  Products for Advisors
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• Mutual Fund Sales Loads
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• NAPFA
  National Association of Personal Financial Advisors -- (Fee-Only)
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• On-line information about commodities brokers and futures brokers - Financial Advisors, Investment Counselors, and the Finan...
  On-line information about commodities brokers and futures brokers - Financial Advisors, Investment Counselors, and the Financial Industry > Regulation of Financial Advisors and Investment Advisers - Financial Articles, Commodities and futures brokers and their firms can be checked through the on line system of the National Futures Association.
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• Preparing to interview a financial planner or investment advisor - Financial Advisors, Investment Counselors, and the Financ...
  Preparing to interview a financial planner or investment advisor - Financial Advisors, Investment Counselors, and the Financial Industry > Selecting a Financial Planning Advisor or Investment Adviser - Financial Articles, When selecting an advisor, there are no absolutes about the evaluation of his services. The best approach is to talk to multiple candidates, check carefully their backgrounds and references, and always maintain your objectivity and a healthy skepticism.
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• Private certifications of financial planners and investment advisors - Financial Advisors, Investment Counselors, and the Fi...
  Private certifications of financial planners and investment advisors - Financial Advisors, Investment Counselors, and the Financial Industry > Regulation of Financial Advisors and Investment Advisers - Financial Articles, Private organizations grant and oversee the certifications or designations that financial planners and investment advisors hold. For an advisor to hold any of these designations is a matter of choice.
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• Regulation of Financial Advisors and Investment Advisers - Financial Advisors, Investment Counselors, and the Financial Indu...
  Regulation of Financial Advisors and Investment Advisers - Financial Advisors, Investment Counselors, and the Financial Industry - Financial Articles, Investment advisors and brokers are registered, licensed, and certified by a variety of federal, state, and private organizations. These articles help you to learn about adviser and broker certification and regulation.
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• Regulation of financial planners and investment advisors -- Introduction - Financial Advisors, Investment Counselors, and th...
  Regulation of financial planners and investment advisors -- Introduction - Financial Advisors, Investment Counselors, and the Financial Industry > Regulation of Financial Advisors and Investment Advisers - Financial Articles, In a series of articles, The Skilled Investor provides information on how financial planners and investment advisors are regulated and certified. These articles also provide information to help you find online background information about advisors.
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• Research.com
  WHERE FINANCIAL ADVISORS FIND RESULTS
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• Selecting a Financial Planning Advisor or Investment Adviser - Financial Advisors, Investment Counselors, and the Financial ...
  Selecting a Financial Planning Advisor or Investment Adviser - Financial Advisors, Investment Counselors, and the Financial Industry - Financial Articles, Finding a competent, objective, and honest financial planning and investment advisor can depend upon the selection methods that you use. Articles in this section will help with interviewing and selecting a personal financial planner or investment adviser.
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• Selecting a Financial Planning Advisor or Investment Adviser - Financial Advisors, Investment Counselors, and the Financial ...
  Selecting a Financial Planning Advisor or Investment Adviser - Financial Advisors, Investment Counselors, and the Financial Industry - Financial Articles, Finding a competent, objective, and honest financial planning and investment advisor can depend upon the selection methods that you use. Articles in this section will help with interviewing and selecting a personal financial planner or investment adviser.
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• Software4Advisors.com offers ACT! for Financial Advisors, asset allocation, portfolio management and financial planning
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• State Street Global Advisors - Home
  
  State Street Global Advisors (SSgA) – Home
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• The Biggest Personal Finance Story of the Past 30 Years - Conclusion - Financial Advisors, Investment Counselors, and the Fi...
  The Biggest Personal Finance Story of the Past 30 Years - Conclusion - Financial Advisors, Investment Counselors, and the Financial Industry > Are Your Best Interests the Same as the Financial Services Industry? - Financial Articles, This article concludes our series on the greatest personal finance story of the past thirty years. In this article, we discuss whether the dramatic growth in equity value of the financial services sector indicates that securities markets are becoming less efficient.Some might look at the financial services sector's current 21% share of S&P 500 market capitalization and assume that the securities markets are not efficient. This is not necessarily the case. A far more compelling argument is that much of this growth results f...
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• The Biggest Personal Finance Story of the Past 30 Years - Financial Advisors, Investment Counselors, and the Financial Indus...
  The Biggest Personal Finance Story of the Past 30 Years - Financial Advisors, Investment Counselors, and the Financial Industry > Are Your Best Interests the Same as the Financial Services Industry? - Financial Articles, The biggest personal finance story of the past 30 years has been the dramatic growth of the market capitalization of financial services firms within the U.S. equity markets The reason that this is so important to your personal finances is pretty straightforward. Simply put, most individuals pay far too much for financial products and services. Their continuing over payments show up in the increasing value of financial services company stocks. People have paid far too much for years, and the industry's excessive charges have been increasi...
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• The Biggest Personal Finance Story of the Past 30 Years (Part 2) - Financial Advisors, Investment Counselors, and the Financ...
  The Biggest Personal Finance Story of the Past 30 Years (Part 2) - Financial Advisors, Investment Counselors, and the Financial Industry > Are Your Best Interests the Same as the Financial Services Industry? - Financial Articles, The Financial sector has grown to be almost twice the value of the Energy sector in S&P500 market capitalization. Nevertheless, we have not heard a widespread media clamor about escalating financial services costs and profits. Instead, all we hear about are financial scandals related to greed, fraud, and scams. Things will not be okay after a few tweaks to the regulatory system and a few perp walks. Individuals have in the past and apparently will in the future continue to pay exorbitant banking, credit card, insurance, and secu...
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• The Biggest Personal Finance Story of the Past 30 Years (Part 3) - Financial Advisors, Investment Counselors, and the Financ...
  The Biggest Personal Finance Story of the Past 30 Years (Part 3) - Financial Advisors, Investment Counselors, and the Financial Industry > Are Your Best Interests the Same as the Financial Services Industry? - Financial Articles, There is no reason to believe that industry self regulation or governmental regulation will ever fix these problems. Only those individuals who become wise enough to be proactive and seek out lower cost financial products will stop getting fleeced. The vast majority or individuals will just keep on paying excessive costs to the financial industry, while they receive inadequate value in return.
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• The Biggest Personal Finance Story of the Past 30 Years (Part 4) - Financial Advisors, Investment Counselors, and the Financ...
  The Biggest Personal Finance Story of the Past 30 Years (Part 4) - Financial Advisors, Investment Counselors, and the Financial Industry > Are Your Best Interests the Same as the Financial Services Industry? - Financial Articles, What does it mean to individual investors that the financial services industry is now about 21% of S&P 500 market capitalization The answer is relatively simple. The securities markets tell you that financial stocks are highly profitable and have earnings that are expected to continue to do so in the future. The markets are telling you that it is unlikely that any business or regulatory factors will intervene to reduce financial services company revenue growth and/or to shrink their profit margins.
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• The economics of the financial advisory industry - Financial Advisors, Investment Counselors, and the Financial Industry > P...
  The economics of the financial advisory industry - Financial Advisors, Investment Counselors, and the Financial Industry > Payment of Investment Advisors, Financial Planners, and Investment Counselors - Financial Articles, Everyone has similar, yet distinct, financial planning needs regarding their families' financial futures and, everyone needs sophisticated financial lifecycle planning. Whether wealthy or not yet wealthy, families need a personalized way to understand how their current financial behaviors could affect their families in the future. However, few people already own enough assets to justify the high cost of a competent and objective advisor.
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• The investment industry is not your investment partner - Financial Advisors, Investment Counselors, and the Financial Indust...
  The investment industry is not your investment partner - Financial Advisors, Investment Counselors, and the Financial Industry > Are Your Best Interests the Same as the Financial Services Industry? - Financial Articles, Individual investors need to understand that their interactions with financial industry intermediaries are a “zero sum game” before transactions and other costs and a “negative sum game” after costs. The industry’s visible fees and hidden costs can siphon away a significant part of potential returns without providing individual investors with commensurate value.
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