Questions to Ask Your Financial Advisor
Understanding The Differences
Selecting a financial advisor is an extremely personal, important, and challenging task.
One of the key issues consumers and institutions face is how to select their financial advisor. So many people sound the same and, on the surface, seem to be indistinguishable. The key is to understand the tangible and intangible differences.
Selecting the right advisor does require homework and putting in some effort — but few things are more important than your financial well being. So, how do you tell who is a good advisor? Unlike a physician or CPA, the educational background required of financial advisors is not standardized. This list of questions and articles from publications/news organizations will provide investors a good starting point in identifying the key attributes they may want to consider. JIC’s financial advisor blog also posts relevant articles.
AAII
How To Check Out A Financial Advisor
CFA Institute
Choosing A Financial Advisor
Why Select A CFA
CNBC
How To Vet That Investment Adviser
U.S. Department of Labor
How To Tell If Your Advisor Is Working In Your Best Interest
Fiduciary 360
Working With Accredited Investment Fiduciary
Forbes
Conflict Resolution
How To Select A Financial Advisor
Johnston Investment Counsel
Questions To Ask A Financial Advisor
NAPFA
Comprehensive Financial Planning Diagnostic
Comprehensive FAQ About NAPFA and Its Advisors
Pursuit of Financial Advisor
Smart Money Decisions
Working With A Fee-Only Advisor
Securities And Exchange Commission
Top Tips For Selecting A Financial Professional
Smart Money
Wall Street Journal
Figuring Out How Much You Should Pay
How To Choose A Financial Planner
Questions To Ask Your New Financial Adviser
The Five Key Rules To Heed Before Hiring An Adviser
