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August 14, 2013
Your Financial Planner May Not Tell You These 13 Things

The following informative and clever list, comes from interviews by Michelle Crouch of several financial consultants. They share some of the secrets of their trade. "1. Certified financial planners and NAPFA-registered financial advisers take a pledge to put their clients' interests ahead of their own, but traditional stockbrokers aren't held to the same standard, even […]

April 3, 2012
Financial Advisers Put Profits in Front of Their Clients, Finds Undercover Study

In an April 2nd., 2012, article on ThinkProgress.com, Travis Waldon writes that former Goldman Sachs trader Greg Smith publicly resigned three weeks ago, decrying the firm’s “toxic and destructive" culture in a scathing New York Times editorial. But it isn’t just traders at America’s biggest investment bank that view their clients as “muppets,” at least […]

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