Financial Pros Switching Tactics
May 21st 2009When the markets turned sour last year, just about every asset class collapsed, leaving traditional buy-and-hold investors awash in red ink. As a result, many financial advisors are facing angry clients and some are switching tactics to preserve their client base.
Sorting Through the Alphabet Soup of Investment Advisor Credentials
May 21st 2009There is much confusion when trying to figure out the alphabet soup of investment advisor professional designations and credentials. When a physician is evaluating a potential financial advisor, what credentials or professional designations are important?