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Thursday, August 1, 2013

Updated Publication Explains Differences Between Investment Professionals

The state securities regulatory community on Tuesday released an updated publication designed to guide investors through the process of choosing an investment services provider.

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.

Cutting Through the Confusion (pdf)