Posted at 4:09 pm , on November 5, 2018
In light of the financial meltdown of 2008 and 2009, the financial community has seen a lot of damage to its reputation. It doesn’t take much googling to find articles written by some well-respected media outlets calling into question the financial advising community. Although it’s understandable that the public would have a healthy dose of skepticism given the bailouts, Madoffs and debit card fees, the financial advising community wants to move beyond the vilification. If you asked a financial advisor what they wish you knew about them, this is what they might tell you.
Posted at 1:44 pm , on October 29, 2018
Various characteristics separate good financial advisors from the bad and the successful from the unsuccessful. Whether you want to become a financial advisor or simply need to hire one to help with your financial planning, here are five traits to keep in mind that most successful financial advisors have.
Posted at 3:31 pm , on October 16, 2018
Many financial advisors are seeing their profit margins steadily shrink in the wake of increased pricing competition from robo-advisors and rising compliance costs that have been exacerbated by the fiduciary rule. This margin squeeze is being felt at all levels of the industry, from solo practitioners to pension and mutual fund managers, and all indications point to this trend continuing for the foreseeable future.
Posted at 10:30 am , on August 28, 2018
The financial advisor-client relationship is a delicate one. Dealing with a client’s financial future is a heavy responsibility for the advisor but how can you meet the needs of a client? A lot of that involves asking the right questions.