Knowing the risks and disadvantages of large brokerage firms is critical for those seeking truly independent and unbiased investment advice and financial planning.
We’ve all come to shudder, at least a little, when we hear the phrase, “stock broker”. It’s not unlike our reaction to hearing “used car salesman”. How did this come about?
The most independent, unbiased financial advisors are found at independent Registered Investment Advisory Firms (RIAs) offering comprehensive financial planning.
There are around one million people in the U.S. alone referring to themselves as either a financial advisor or financial planner, and they vary greatly in qualifications and experience from one to the next. How do you find the one most suitable to you and your needs?