• 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.
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• 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
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• 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
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• 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.
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• Financial Advisors, Investment Counselors, and the Financial Industry - Financial Articles
  Financial Advisors, Investment Counselors, and the Financial Industry - Financial Articles,
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• 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.
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• 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.
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• Personal Financial Planning
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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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• 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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• 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 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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• Widely recognized financial planner and investment advisor certifications - Financial Advisors, Investment Counselors, and t...
  Widely recognized financial planner and investment advisor certifications - Financial Advisors, Investment Counselors, and the Financial Industry > Regulation of Financial Advisors and Investment Advisers - Financial Articles, This article provides information on seven of the more widely held advisor designations granted by private certification organizations. They are Accredited Estate Planner – AEP, Certified Financial Planner – CFP, Chartered Financial Analyst – CFA, Chartered Investment Counselor – CIC, Chartered Financial Consultant – ChFC, Chartered Life Underwriter – CLU, and Personal Financial Specialist – PFS
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