The publication, “Cutting Through the Confusion,” originally published in 2006, explains the differences between brokers, investment advisers, and financial planners and identifies questions investors should ask themselves and potential providers before making a choice.
If you’re an investor looking for information about selecting a financial advisor to assist you, check out the free publication for a free clear, common sense discussion of the key differences between brokers, investment advisers and financial planners.
Download:
Cutting Through the Confusion (pdf)