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In a guest blog post for Forbes, the founder of a firm that helps people evaluate their financial advisors sets forth four steps investors can take to ensure they’re choosing a top-notch wealth management professional.

Investors should:

  • Check out advisors’ regulatory records on publicly-available web sites
  • Ensure the financial advisor will be acting as their fiduciary
  • Ascertain the total all-inclusive annual fees involved
  • Make sure they’ll be getting easy-to-understand investment-performance reports.

Read the full article from Forbes

Last modified on Sunday, 01 June 2014
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