Jaffe, Charles A.

Getting Started in Finding a Financial Advisor

Jaffe, Charles A. - Getting Started in Finding a Financial Advisor, ebook


Ebook, ePUB with Adobe DRM
ISBN: 9780470624777
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Printing91 pages with an additional page accrued every 8 hours, capped at 91 pages
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An accessible guide that contains the tools needed to find trustworthy financial assistance

Given the events of the past two years-from bankruptcies to financial scams-it is more important than ever that investors understand who they are hiring to handle their finances.

Getting Started in Finding a Financial Advisor explores the important relationship between an investor and their financial advisor and examines how you should go about finding potential candidates. Along the way, it shows you how to interview and check the credentials of six key types of advisor so that you can spot and avoid rogues, scam artists, and incompetents. You will also learn how to understand what can happen if the institution or the advisor ends up in financial or legal difficulty. This insightful and useful guide

  • Helps you determine the kind of advisor best-suited for your situation
  • Provides interview questions, discusses what credentials really mean, and which are important
  • Explains in detail the issue of fiduciary responsibility of financial advisors, so you can find helpers who are on your side

Most people who give advice about money are trusted without actually earning that trust. Getting Started in Finding a Financial Advisor helps you set the highest standards, allowing you to locate professionals who can be trusted to protect your financial well-being and help you prosper.

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John Wiley and Sons, Inc.
Publication year
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304 pages
Printed ISBN

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