Your ‘Wealth Advisor’ Probably Isn’t One

28-Oct-2015 #Globalwealth Source: Huffington Post

Today growing brokers don’t like to be called so and instead term themselves as wealth advisors, financial advisors, wealth management specialist or vice president of investments. Some believe that brokers perpetuate the false belief that they have an obligation to resolve conflicts of interest in favour of their clients and to fully disclose these conflicts to them. The article talks about such misleading terms and how one can verify this.

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