Are you getting good financial advice?
» Posted by Martin Weil on March 04, 2006
Newsweek magazine cuts to the chase with 3 questions to ask your financial professional:
1. Is my account an advisory account or a brokerage account?
2. Do you acknowledge a fiduciary responsibility to act in my best interest?
3. Will you disclose all conflicts of interest?
Our answers to our own clients are 1) advisory 2) yes & 3) yes.
What answers do you get from your advisor or broker?
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