The spring 2019 Morningstar magazine had an interesting article indicating brokers took notice of the fiduciary rule and acted. The article titled “Are Brokers Acting in Their Clients Best Interest,” by Authors Jasim Sethi and Aron Szapiro, studied data linking broker pay and their eventual recommendation of mutual funds.
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Maybe you have been told to really grill your prospective financial advisor. For most of us that is often just too distasteful a task. And why start a fruitful relationship on such a cynical note? Well in the below Q and A we do it for you. After all, we agree you should ask the
The Vanguard Group has long been considered a company squarely in the investor’s corner in part because of its ground-breaking research into low cost index funds done back in the 1970’s by its founder John C. Bogle. Vanguard has produced research since 2001 pointing out how an advisor using Vanguard Advisor’s Alpha Strategy can add
In the May 7th , 2017 edition of the Wall Street Journal a reporter, Andrea Fuller, tried to find her investment fees from a large investment house. She was passed around many times and given incorrect information again and again. Her article was hilarious but for being at her expense in time and lost trust.