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Can Sales Reps Claim to be Financial Advisors?
You bet they can and they do. I checked the legality of the claim with FINRA, the SEC, and California(my state of residence) to ask them this straightforward question. After one and a half hours of...
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New Investment Advisors Should Have A Warning Label
Every year the financial service industry hires thousands of new investment advisors to sell more than 30,000 investment products. They replace the thousands of investment advisors who quit or were...
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Is Your Financial Planner an Insurance Agent?
It used to be 70% of all financial planners were insurance agents who call themselves planners to facilitate the sale of life insurance and annuity products. The percentage is lower now, but the risk...
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