In this guidebook you'll learn:
- Which advisors are legally obligated to represent your interests—and which are not.
- That you may need specialized advice beyond asset management, which many advisors don't offer.
- How hidden fees could be wrecking your investment returns.
- Why financial planning can be more than investments.
- That you may be taking unncessary risks.
- Why some advisors are more focused on acquiring new clients than serving existing ones.
- That your advisor may not know you as well as you think.