http://netvouz.com/infor626/tag/counselors?feed=rss infor626's bookmarks tagged "counselors" on Netvouz http://www.theskilledinvestor.com/ss.category.35/financial-services-industry.html 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. infor626 Wed, 07 May 2008 18:53:52 GMT http://www.theskilledinvestor.com/ss.item.83/does-it-matter-how-financial-planners-and-investment-advisors-are-paid.html 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 infor626 Wed, 07 May 2008 18:53:52 GMT http://www.theskilledinvestor.com/wp/fee-only-compensation-aligns-the-interests-of-clients-and-their-financial-advisors-237.htm Several important considerations favor using fee-only financial advisors over advisors and investment counselors who accept third party commissions and other infor626 Wed, 07 May 2008 18:53:52 GMT http://www.theskilledinvestor.com/ss.item.87/fee-only-financial-planner-and-investment-advisor-groups.html 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. infor626 Wed, 07 May 2008 18:53:52 GMT http://www.theskilledinvestor.com/ss.category.38/financial%20advisors.html Financial Advisors, Investment Counselors, and the Financial Industry - Financial Articles, infor626 Wed, 07 May 2008 18:53:52 GMT http://www.theskilledinvestor.com/ss.category.15/advisor-fraud.html 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. infor626 Wed, 07 May 2008 18:53:52 GMT http://www.theskilledinvestor.com/ss.item.98/governmental-and-self-regulation-of-the-securities-industry.html 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. infor626 Wed, 07 May 2008 18:53:52 GMT http://www.financialplannerpasadena.com/your-personal-financial-planning-skills-14.htm family financial planning,investment classes pasadena,investment counselor,investment management,investment management advice,pasadena financial planner,personal financial planning,family financial planner,investment classes in pasadena,investment counselors,investment management advisor,investment management help, financial planner pasadena,personal financial planner infor626 Tue, 06 May 2008 04:23:22 GMT http://www.theskilledinvestor.com/ss.item.103/preparing-to-interview-a-financial-planner-or-investment-advisor.html 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. infor626 Wed, 07 May 2008 18:53:52 GMT http://www.theskilledinvestor.com/ss.item.95/private-certifications-of-financial-planners-and-investment-advisors.html 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. infor626 Wed, 07 May 2008 18:53:52 GMT