SEC Unveils Public Service Announcement to Promote Background Checks on Investor.gov
Originally published on the U.S. Securities and Exchange Commission website, April 16, 2018 Washington D.C., April 16, 2018 — The Securities and E...read more
How fiduciary advisors need to talk so investors (really) listen
Jane Bryant Quinn and Terry Savage, nationally acclaimed personal finance writers, speak out! On September 19, 2017 they spoke to advisors on ...read more
“When are we going to get there?”
Google, “When are we going to get there?” and the pertinence of Jason Zweig’s weekend column stares you in the face. Or at least the search res...read more
Barbara Roper – A True Investor Advocate
Barbara Roper – A True Investor Advocate Few have done more in the lifelong fight on behalf of consumers and investors than Barbara Roper, th...read more
What Are Your Investment Costs? Have You Any Idea?
If you don’t know what your investment costs are, you shouldn’t feel embarrassed. You’re not alone. Some advisors and brokers certa...read more
Declare Your Independence!
In the spirit of July 4th 2017 By Jane Bryant Quinn Declare your independence from sales brokers working for themselves; Get a real fiduciary ...read more
Twenty-One Questions To Ask Your Financial Advisor
Ron Leiber of the New York Times Your Money section writes a very insightful article on what investors need to understand about the fiduciary rule and...read more
The Super Woman of Fee Only and Fiduciary
July 26 – Last week Mary Malgoire was interviewed by national radio host, Jill Schlesinger CFP®. Schlesinger is the Emmy-nominated, Business Analys...read more
Terry Savage on financial trust
Terry Savage, author of "The Save Truth on Money," discusses trust with WGN Morning News. ...read more
Jane Bryant Quinn Statement
Our retirement savings system faces trouble at its most critical point. I'm speaking of that moment when trusting people seek professional advice on h...read more
