A retiree seeks assurance that investment advisors can be trusted to manage her money

A retiree seeks assurance that investment advisors can be trusted to manage her money

What happens when someone with trust issues with advisors decides they need help with their investments? In some cases, they write to me to assure me that they will be supported by a counselor. Here’s the latest: Now that we are both retired, managing our funds is more complex, and although I need support, I …

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7 Missteps for Financial Advisors to Avoid

7 Missteps for Financial Advisors to Avoid

Time and time again, research shows that the personal relationship between a client and their advisor is paramount to the success of both parties. Without a strong personal relationship, advisors cannot provide the level of personalized, high-quality advice that clients seek today. For this reason, clients may disengage from their advisor or fire them outright …

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