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Another strike against Financial Advisors
Old 11-06-2013, 11:09 AM   #1
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Another strike against Financial Advisors

I thought some here might be interested in this article/podcast of an interview conducted by
Todd Tresidder who writes about financial matters (and runs a business providing financial advice).

The interview details how much education the typical investment planner/advisor receives, and how the
commissions they receive are calculated by investment firms and brokerages. It is available as a
podcast and can be read in transcript form.

http://financialmentor.com/wp-conten...-Jeff-Rose.pdf
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Old 11-06-2013, 12:06 PM   #2
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Quote:
Originally Posted by Tandemlovers View Post
I thought some here might be interested in this article/podcast of an interview conducted by
Todd Tresidder who writes about financial matters (and runs a business providing financial advice).

The interview details how much education the typical investment planner/advisor receives, and how the
commissions they receive are calculated by investment firms and brokerages. It is available as a
podcast and can be read in transcript form.

http://financialmentor.com/wp-conten...-Jeff-Rose.pdf
Good stuff. Thanks!
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Old 11-06-2013, 12:52 PM   #3
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Great interview.
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Old 11-06-2013, 01:17 PM   #4
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Really nice little description about the link, too, Tandem.
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Old 11-06-2013, 02:01 PM   #5
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Originally Posted by Bestwifeever View Post
Really nice little description about the link, too, Tandem.
+1
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Old 11-06-2013, 03:41 PM   #6
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I got bogged down about 1/2 way thru, but I wouldn't call the people he describes as advisors. I'd call them brokers. Net, says nothing about/against people looking out for you; i.e., true advisors.

Does show the expenses of actively traded mutual funds.
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