Tag: investing
Financial advisers have no shortage of clever strategies to dispense to their clients. The tricky part is getting the psychology right. Human beings have all kinds of hang-ups about money. Presumably, someone who’s walked into a financial adviser’s office has broken through the first barrier to getting help: denial. But even then, blind spots and…
Let’s get this out of the way first: the vast majority of financial advisers would not take advantage of you. But that doesn’t eliminate the problem of discerning whether an individual adviser can be trusted. About 7 percent of U.S. advisers have misconduct records in civil or regulatory proceedings. If someone draws an unlucky card…
