…….check for advisors who are regulated as fiduciaries because they are required by law to look out for their clients’ best interests.
Investors need to ask a financial advisor if they work as a fiduciary at all times. Also, ask your advisors to sign a “Fiduciary Oath” drafted by the Committee For The Fiduciary Standard to make sure that they meet the five core fiduciary principles.
…….many investors who would benefit from working with a wealth advisor don't seek professional advice or mistakenly think they don't need it. Here are a few signs that you may need a financial advisor.
…….Do you need help managing your money? If you’re like many Americans, you might need a hand. According to the National Financial Education Council, a lack of personal finance knowledge costs the average American $1,200 a year.
CFA Society Orlando's Investors First Podcast titled "COVID-19: Around the World and Back Again."
