FA Center: If a financial adviser can’t say ‘yes’ to these 2 revealing questions, save your money for one who can

FA Center: If a financial adviser can’t say ‘yes’ to these 2 revealing questions, save your money for one who can

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Reg BI doesn’t dramatically transform the way brokers do business.
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Maybe you’ve been watching the value of your investment accounts rise and fall like a yo-yo since the COVID-19 crisis began and can’t stomach the gyrations anymore. But you don’t have the knowledge or confidence to make critical investment decisions on your own. So you decide to look to a…

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