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Is a Financial Advisor Worth It?

Our guide to how much a financial advisor costs, what financial advisors do and more.

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Do You Have a 'Humpty Dumpty Portfolio'? It May Be Costing You Thousands – NBC Connecticut

If you work with a financial advisor, you may be paying for a simple investing strategy disguised as a more complicated one.

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Do You Have a 'Humpty Dumpty Portfolio'? It May Be Costing You Thousands – NBC 7 San Diego

If you work with a financial advisor, you may be paying for a simple investing strategy disguised as a more complicated one.

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Do You Have a 'Humpty Dumpty Portfolio'? It May Be Costing You Thousands – NBC10 Philadelphia

If you work with a financial advisor, you may be paying for a simple investing strategy disguised as a more complicated one.

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Do You Have a 'Humpty Dumpty Portfolio'? It May Be Costing You Thousands – NBC Los Angeles

If you work with a financial advisor, you may be paying for a simple investing strategy disguised as a more complicated one.

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Monte Carlo forecasts prove anything is possible — or not

Some financial advisers won't even use Monte Carlo forecasts for their younger clients for fear of looking silly.

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Rethinking advisory fees means figuring out value

Rethinking advisory fees means figuring out value
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Can AUM-Based Advisors Be True Fiduciaries?

Can AUM-Based Advisors Be True Fiduciaries?
During a recent Inside Wealth panel, advisor Rick Ferri argued that AUM-based advisors aren't incentivized to put clients first, while attorney Max Schatzow stressed advisor compensation for "value" isn't easily quantified. Either way, advisors should expect more client scrutiny over the price of advice.
Financial advisors who charge clients a percentage of assets under management are too often susceptble to conflicts of interest between their business model and what's best for their clients, argued Rick Ferri, an investment analyst and founder of Ferri Investment Solutions.
For services other than portfolio management, an AUM-based fee can be incompatible with being a true fiduciary, Ferri argued during a panel discussion at this week’s Inside Wealth Virtual Conference.

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