Tag Archive | "financial advisers"

How to hire a financial adviser

This is the first of four excerpts from my new book, The Hard Times Guide to Retirement Security (Bloomberg Press/John Wiley and Sons, June, 2010). “The nature of any human being, certainly anyone on Wall Street, is ‘the better deal you give the customer, the worse deal it is for you.’” –Bernard Madoff, convicted Wall Street [...] [...more]

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Fiduciary rule could surface in final financial reform bill

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Investor Protection Act would shake up financial adviser duties

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