Tag: advisors

Business Law & Regulations, Finance

Not Every Financial Advisor Gives Impartial Advice

April 13, 2017

Via: Investopedia

Do you expect your financial advisor to give you impartial advice? Most people prefer advice in their best interests. However, is that what they are getting? Registered representatives (Series 6 and Series 7) work by law under the suitability standard. […]

Business Law & Regulations, Finance

Why Advisors Should Offer HSA Advice

March 28, 2017

Via: Investopedia

Financial advisors who work with health savings accounts (HSAs) can provide their clients with an important benefit that will help them to cover their medical costs. These versatile accounts can also double as a retirement savings vehicle and are an […]

Know Your Rights

How Advisors Can Win with the New Fiduciary Rule

November 17, 2016

Via: Investopedia

The final version of the fiduciary rules recently introduced by the Department of Labor will be a game-changer for many financial advisors. It will also change things for many of their clients, especially those working with an advisor who is […]