Bryan Binkholder Discusses a Universal Fiduciary Standard for Advisors

No one likes their cage rattled, especially if it involves a person’s livelihood, but sometimes a little cage-rattling is necessary. Technology is a great thing and when you combine the Internet, freedom of information, and practices that are a bit shady (okay, a LOT shady), you have to be aware of the fact that some [...]

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Investing 101: Protecting Yourself From the Scams & Scoundrels

Just a little over one year ago the Securities and Exchange Commission called for financial planners, wealth managers, and stockbrokers to place the interest and financial well being of the client ahead of their bottom line. My that sounds good. Finally, investors will be able to enjoy a win/win relationship and trust the person or [...]

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Why a FEE ONLY Registered Investment Advisor is So Important

In my post entitled, How Many Hats Can a Registered Investment Advisor (RIA) Wear? we touched briefly on the difference between FEE BASED Registered Investment Advisory Firms and FEE ONLY advisors. Today we’ll go through the definition more thoroughly for you. The bottom line to keep in mind here is the fact that there are [...]

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How Many Hats Can a Registered Investment Advisor (RIA) Wear?

Last January, Reuters Money published an article which boldly proclaimed, “Fire your financial adviser, unless they are a fiduciary.” The article went on to discuss the “uniform fiduciary standard of conduct” for brokers and investment advisers set forth by the SEC. According to Reuters, having a fiduciary is one of the best investor protections around. [...]

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